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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $4,175 |
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.
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 | $18,376 | $48,261-61.9% | $68,612-73.2% | $55,725-67.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -3.97% | -2.61%-1.4pp | -4.63%+0.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $385 | $1,742-77.9% | $2,625-85.3% | $2,078-81.5% |
| Participant deferral / active EE | $471 | $2,712-82.6% | $3,311-85.8% | $3,356-86.0% |
| Admin fee / account holder | $7 | $126-94.3% | $5,131-99.9% | $115-93.8% |