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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 25 · EIN 25-1211909 | Directed Trustee | $11,534 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,626 | $56,197-47.3% | $67,652-56.2% | $59,633-50.3% |
| Participation rate | 87.6% | 71.5%+16.2pp | 75.7%+12.0pp | 68.7%+19.0pp |
| Annual return | -14.31% | 18508.10%-18522.4pp | 6625.40%-6639.7pp | 2041.45%-2055.8pp |
| Employer contribution / active EE | $1,455 | $1,615-9.9% | $2,266-35.8% | $2,203-33.9% |
| Participant deferral / active EE | $800 | $2,844-71.9% | $3,560-77.5% | $3,192-74.9% |
| Admin fee / account holder | $316 | $3,958-92.0% | $4,821-93.4% | $4,297-92.6% |