Filed November 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $130,321 |
Annual investment return 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 | $84,232 | $75,388+11.7% | $123,553-31.8% | $55,725+51.2% |
| Participation rate | 77.3% | 75.7%+1.7pp | 82.3%-5.0pp | 70.9%+6.5pp |
| Annual return | -6.94% | 4.48%-11.4pp | 119.21%-126.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,668 | $3,063-45.6% | $4,628-64.0% | $2,078-19.8% |
| Participant deferral / active EE | $6,221 | $5,651+10.1% | $6,426-3.2% | $3,356+85.4% |
| Admin fee / account holder | $219 | $120+82.6% | $9,284-97.6% | $115+89.8% |