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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $9,329 |
PNC BANK, N.A.2+ 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.
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 | $21,103 | $43,423-51.4% | $78,676-73.2% | $55,167-61.7% |
| Participation rate | 91.2% | 68.0%+23.1pp | 73.6%+17.6pp | 69.0%+22.2pp |
| Annual return | 6.78% | 11.53%-4.7pp | 62.19%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,242 | $1,997-37.8% | $2,850-56.4% | $1,963-36.7% |
| Participant deferral / active EE | $670 | $2,509-73.3% | $3,517-81.0% | $3,054-78.1% |
| Admin fee / account holder | $83 | $416-80.2% | $4,510-98.2% | $504-83.6% |