Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK N.A. Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,661 | $41,281+20.3% | $109,313-54.6% | $57,658-13.9% |
| Participation rate | 75.2% | 59.3%+15.9pp | 71.3%+3.9pp | 70.2%+5.0pp |
| Annual return | -2.30% | 8.97%-11.3pp | 22.07%-24.4pp | 5.13%-7.4pp |
| Employer contribution / active EE | $549 | $1,201-54.3% | $3,892-85.9% | $1,974-72.2% |
| Participant deferral / active EE | $3,520 | $2,223+58.3% | $3,166+11.2% | $3,061+15.0% |
| Admin fee / account holder | $142 | $75+88.8% | $5,666-97.5% | $95+50.3% |