Filed May 22, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $14,785 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $142,459-100.0% | $110,523-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 47.6%-47.6pp | 45.6%-45.6pp |
| Annual return | -1.50% | 0.75%-2.2pp | 1.69%-3.2pp | 4.16%-5.7pp |
| Employer contribution / active EE | $0 | $33,373-100.0% | $24,295-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $1,105-100.0% | $1,031-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |