Filed August 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $3,479 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,127 | $59,191-76.1% | $76,767-81.6% | $56,289-74.9% |
| Participation rate | 73.5% | 75.2%-1.8pp | 77.0%-3.5pp | 69.9%+3.6pp |
| Annual return | -30.95% | 6.62%-37.6pp | 2.43%-33.4pp | -9.96%-21.0pp |
| Employer contribution / active EE | $826 | $1,759-53.0% | $2,485-66.7% | $2,111-60.9% |
| Participant deferral / active EE | $2,762 | $3,255-15.1% | $3,852-28.3% | $3,350-17.5% |
| Admin fee / account holder | $21 | $489-95.7% | $6,675-99.7% | $521-95.9% |