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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 | $75,058+168.4% | $152,301+32.3% | $64,340+213.1% |
| Participation rate | 99.0% | 60.9%+38.1pp | 82.4%+16.6pp | 55.2%+43.8pp |
| Annual return | 14.75% | 29.93%-15.2pp | 80.50%-65.8pp | 24.14%-9.4pp |
| Employer contribution / active EE | $4,277 | $2,605+64.2% | $4,624-7.5% | $1,862+129.8% |
| Participant deferral / active EE | $12,664 | $5,041+151.2% | $8,004+58.2% | $2,980+324.9% |
| Admin fee / account holder | $384 | $4,050-90.5% | $14,398-97.3% | $3,703-89.6% |