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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $55,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,042 | $65,118-47.7% | $76,767-55.7% | $55,725-38.9% |
| Participation rate | 26.7% | 79.6%-52.9pp | 77.0%-50.2pp | 70.9%-44.1pp |
| Annual return | -5.31% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $815 | $3,688-77.9% | $3,852-78.9% | $3,356-75.7% |
| Admin fee / account holder | $330 | $116+184.6% | $6,675-95.1% | $115+186.3% |