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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $33,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,479 | $82,133+145.3% | $147,318+36.8% | $64,097+214.3% |
| Participation rate | 99.0% | 62.3%+36.8pp | 82.1%+17.0pp | 55.2%+43.9pp |
| Annual return | 14.75% | 78.78%-64.0pp | 70.43%-55.7pp | 34.64%-19.9pp |
| Employer contribution / active EE | $4,277 | $2,872+48.9% | $4,593-6.9% | $1,891+126.1% |
| Participant deferral / active EE | $12,664 | $5,407+134.2% | $7,906+60.2% | $3,080+311.2% |
| Admin fee / account holder | $384 | $3,730-89.7% | $13,708-97.2% | $3,454-88.9% |