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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 | Directed Trustee | $17,674 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,917 | $65,263-69.5% | $90,223-77.9% | $55,191-63.9% |
| Participation rate | 38.3% | 79.0%-40.7pp | 79.0%-40.7pp | 69.2%-30.9pp |
| Annual return | 1.73% | 2.81%-1.1pp | 1.31%+0.4pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,279 | $4,153-69.2% | $4,378-70.8% | $1,899-32.7% |
| Participant deferral / active EE | $1,995 | $5,564-64.2% | $5,792-65.6% | $3,046-34.5% |
| Admin fee / account holder | $51 | $116-56.1% | $7,406-99.3% | $91-43.9% |