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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $9,004 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,603 | $45,152-52.2% | $73,843-70.7% | $59,632-63.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.69% | 27.40%-30.1pp | 2267.84%-2270.5pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,462 | $1,902-23.1% | $2,787-47.5% | $2,203-33.6% |
| Participant deferral / active EE | $938 | $2,574-63.6% | $3,583-73.8% | $3,192-70.6% |
| Admin fee / account holder | $87 | $3,516-97.5% | $4,880-98.2% | $4,297-98.0% |