Filed November 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $94,427 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participant 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 | $80,168 | $88,324-9.2% | $115,038-30.3% | $55,191+45.3% |
| Participation rate | 78.4% | 72.5%+5.8pp | 81.4%-3.0pp | 69.2%+9.2pp |
| Annual return | -0.05% | 6.30%-6.4pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,773 | $2,805+105.8% | $4,608+25.3% | $1,899+204.1% |
| Participant deferral / active EE | $1,691 | $5,042-66.5% | $6,026-71.9% | $3,046-44.5% |
| Admin fee / account holder | $229 | $105+117.5% | $8,175-97.2% | $91+152.5% |