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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $85,106 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $1,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,201,539 | $88,122+1263.5% | $141,200+751.0% | $67,584+1677.8% |
| Participation rate | 0.0% | 76.5%-76.5pp | 82.5%-82.5pp | 71.3%-71.3pp |
| Annual return | 123.95% | 75.40%+48.5pp | 71.41%+52.5pp | 378.59%-254.6pp |
| Employer contribution / active EE | $5,947 | $3,224+84.4% | $4,736+25.6% | $2,148+176.9% |
| Participant deferral / active EE | $5,546 | $5,958-6.9% | $6,710-17.4% | $3,540+56.7% |
| Admin fee / account holder | $383 | $131+192.9% | $10,265-96.3% | $142+169.4% |