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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $9,506 |
PNC BANK, N.A.3+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,997 | $50,637-52.6% | $86,582-72.3% | $62,293-61.5% |
| Participation rate | 93.8% | 67.9%+25.9pp | 73.5%+20.2pp | 69.5%+24.2pp |
| Annual return | 14.10% | 20.80%-6.7pp | 965.08%-951.0pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,258 | $2,075-39.4% | $2,839-55.7% | $2,042-38.4% |
| Participant deferral / active EE | $603 | $2,611-76.9% | $3,609-83.3% | $3,169-81.0% |
| Admin fee / account holder | $84 | $413-79.6% | $4,904-98.3% | $479-82.5% |