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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 | $101,653+80.1% | $147,080+24.5% | $74,459+145.8% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 30.25% | 8754.98%-8724.7pp | 420.17%-389.9pp | 1369.70%-1339.5pp |
| Employer contribution / active EE | $3,451 | $3,813-9.5% | $4,933-30.0% | $2,626+31.4% |
| Participant deferral / active EE | $10,213 | $7,304+39.8% | $8,066+26.6% | $4,350+134.8% |
| Admin fee / account holder | $328 | $1,752-81.3% | $12,989-97.5% | $1,945-83.1% |