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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $18,521 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $277,389 | $155,795+78.0% | $136,298+103.5% | $69,631+298.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.87% | 232464.33%-232448.5pp | 5156.27%-5140.4pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $7,585 | $2,991+153.6% | $4,696+61.5% | $2,032+273.3% |
| Participant deferral / active EE | $7,519 | $5,394+39.4% | $6,247+20.4% | $3,224+133.3% |
| Admin fee / account holder | $58 | $128-54.6% | $9,244-99.4% | $110-47.3% |