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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $30,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,728 |
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 | $183,048 | $101,499+80.3% | $147,005+24.5% | $74,546+145.6% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 30.25% | 8732.34%-8702.1pp | 418.76%-388.5pp | 1366.03%-1335.8pp |
| Employer contribution / active EE | $3,451 | $3,811-9.4% | $4,934-30.1% | $2,624+31.5% |
| Participant deferral / active EE | $10,213 | $7,304+39.8% | $8,070+26.6% | $4,347+134.9% |
| Admin fee / account holder | $328 | $1,748-81.2% | $13,006-97.5% | $1,944-83.1% |