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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $4,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,078 | $53,925-64.6% | $75,670-74.8% | $69,631-72.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.07% | 17.84%-3.8pp | 27.34%-13.3pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $419 | $1,802-76.8% | $2,352-82.2% | $2,032-79.4% |
| Participant deferral / active EE | $569 | $2,569-77.8% | $3,142-81.9% | $3,224-82.3% |
| Admin fee / account holder | $8 | $97-91.6% | $5,800-99.9% | $110-92.6% |