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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $7,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,212 | $71,192-49.1% | $117,854-69.3% | $62,292-41.9% |
| Participation rate | 23.7% | 74.2%-50.5pp | 79.7%-56.0pp | 69.5%-45.8pp |
| Annual return | 23.43% | 18.66%+4.8pp | 335.08%-311.6pp | 28.90%-5.5pp |
| Employer contribution / active EE | $467 | $1,934-75.8% | $3,786-87.7% | $2,042-77.1% |
| Participant deferral / active EE | $2,858 | $3,189-10.4% | $4,482-36.2% | $3,169-9.8% |
| Admin fee / account holder | $128 | $587-78.3% | $8,020-98.4% | $479-73.4% |