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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $11,385 |
PNC BANK, N.A.3+ 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.
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 | $47,320 | $64,909-27.1% | $82,313-42.5% | $62,293-24.0% |
| Participation rate | 37.9% | 74.9%-37.0pp | 76.9%-39.0pp | 69.5%-31.7pp |
| Annual return | 14.11% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $624 | $1,676-62.8% | $2,428-74.3% | $2,042-69.4% |
| Participant deferral / active EE | $1,130 | $3,103-63.6% | $3,706-69.5% | $3,169-64.3% |
| Admin fee / account holder | $80 | $440-81.8% | $5,608-98.6% | $479-83.3% |