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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $59,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,748 | $75,388+226.0% | $123,552+98.9% | $55,725+341.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.18% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $5,368 | $3,063+75.2% | $4,628+16.0% | $2,078+158.3% |
| Participant deferral / active EE | $7,547 | $5,651+33.6% | $6,426+17.5% | $3,356+124.9% |
| Admin fee / account holder | $172 | $120+43.8% | $9,285-98.1% | $115+49.5% |