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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $5,128 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,719 | $80,177-76.7% | $123,894-84.9% | $57,658-67.5% |
| Participation rate | 11.3% | 74.4%-63.1pp | 81.4%-70.1pp | 70.2%-58.9pp |
| Annual return | 11.45% | 17.90%-6.5pp | 47.52%-36.1pp | 5.13%+6.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,058 | $5,130-79.4% | $5,984-82.3% | $3,061-65.4% |
| Admin fee / account holder | $74 | $106-30.1% | $8,357-99.1% | $95-21.4% |