Filed January 15, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 | Directed Trustee | $2,469 |
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.
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 | $52,783 | $43,423+21.6% | $78,676-32.9% | $55,167-4.3% |
| Participation rate | 34.7% | 68.0%-33.3pp | 73.6%-38.8pp | 69.0%-34.3pp |
| Annual return | 6.33% | 11.53%-5.2pp | 62.19%-55.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $709 | $1,997-64.5% | $2,850-75.1% | $1,963-63.9% |
| Participant deferral / active EE | $1,654 | $2,509-34.1% | $3,517-53.0% | $3,054-45.8% |
| Admin fee / account holder | $35 | $416-91.6% | $4,510-99.2% | $504-93.1% |