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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $1,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,206 | $155,795+235.8% | $136,298+283.9% | $69,631+651.4% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%+0.1pp | 70.7%+11.3pp |
| Annual return | 16.12% | 232464.33%-232448.2pp | 5156.27%-5140.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $13,238 | $2,991+342.6% | $4,696+181.9% | $2,032+551.4% |
| Participant deferral / active EE | $6,335 | $5,394+17.5% | $6,247+1.4% | $3,224+96.5% |
| Admin fee / account holder | $5 | $128-95.8% | $9,244-99.9% | $110-95.2% |