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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $14,911 |
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.
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 | $14,515 | $51,769-72.0% | $57,356-74.7% | $52,331-72.3% |
| Participation rate | 84.6% | 75.2%+9.3pp | 75.1%+9.5pp | 68.1%+16.4pp |
| Annual return | -1.23% | 2.43%-3.7pp | 24.41%-25.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,520 | $2,335-34.9% | $2,689-43.5% | $1,882-19.2% |
| Participant deferral / active EE | $1,265 | $2,794-54.7% | $3,162-60.0% | $3,022-58.1% |
| Admin fee / account holder | $99 | $295-66.3% | $3,357-97.0% | $592-83.2% |