Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $975 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,518 | $47,078+5.2% | $100,671-50.8% | $55,191-10.3% |
| Participation rate | 57.7% | 58.0%-0.3pp | 70.7%-13.0pp | 69.2%-11.5pp |
| Annual return | 1.29% | 0.65%+0.6pp | 20.43%-19.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $3 | $1,065-99.7% | $4,012-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $3,501 | $2,038+71.7% | $3,144+11.4% | $3,046+14.9% |
| Admin fee / account holder | $4 | $153-97.1% | $4,850-99.9% | $91-95.1% |