Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $144,050 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,568 | $58,758-75.2% | $69,779-79.1% | $63,975-77.2% |
| Participation rate | 79.1% | 77.5%+1.6pp | 71.8%+7.3pp | 71.1%+8.0pp |
| Annual return | 8.87% | 18.05%-9.2pp | 12.99%-4.1pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,149 | $1,973-41.8% | $2,338-50.9% | $2,182-47.4% |
| Participant deferral / active EE | $1,060 | $2,912-63.6% | $2,931-63.8% | $3,356-68.4% |
| Admin fee / account holder | $52 | $71-27.4% | $4,381-98.8% | $70-26.9% |