PNC Financial Services Group
custodian7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+5 YoYRank #1427 of mapped providers
Assets under administration$17.8B0.0%Market share · rank #758
Fees received$543,833Median $25,581/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PNC Financial Services Group plan look like?
Service mix · median fees per plan
Count of plans where PNC Financial Services Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Custodial (other than securities); Account maintenance fees; Custodial (securities)Code 18 | 4 | $16,550 | |
Investment management; Investment management fees paid directly by plan; Custodial (securities)Code 19 | 2 | $10,473 | |
Direct payment from the plan; Contract AdministratorCode 13 | 1 | $187,650 | |
Plan Administrator; Direct payment from the planCode 14 | 1 | $126,379 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Investment management; Investment management fees paid indirectly by plan; Trustee (discretionary); Recordkeeping fees; Direct payment from the planCode 15 | 1 | $29,503 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $5,124 | |
Investment advisory (plan); Direct payment from the plan; Other feesCode 27 | 1 | $62,687 | |
Direct payment from the plan; Float revenue; Investment management; Investment management fees paid indirectly by plan; Soft dollars commissionsCode 28 | 1 | $38,104 |
Competitor overlap
Percent of PNC Financial Services Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PNC Financial Services Group.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | TIC International Corporation | $545M |
BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUNDPA · 256135334-001 | Ascensus | $402M |
PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANYPA · 230959220-003 | Vanguard | $38M |
BRICKLAYERS AND MASONS LOCAL NO.22 PENSION PLANMI · 516029523-001 | Strategic Investment Management | $26M |
Plans lost in 2024
Appeared last year under PNC Financial Services Group; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-001 | $10.2B | 75,644 | $187,650 | 10y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $126,379 | 10y | - |
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | $545M | 5,375 | $5,196 | 1y | - |
IBEW LOCAL 38 PENSION PLANOH · 346574238-001 | $446M | 3,614 | $35,145 | 9y | - |
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUNDMI · 386105633-001 | $422M | 3,275 | $21,659 | 10y | - |
BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUNDPA · 256135334-001 | $402M | 4,857 | $5,124 | 1y | 1 |
THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITYMI · 382941426-002 | $130M | 1,839 | $11,440 | 8y | 1 |
BOARD OF TRUSTEES OF PAINTERS DISTRICT COUNCIL #58 401(K) PLANIL · 371365545-001 | $48M | 992 | $62,687 | 4y | 1 |
PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANYPA · 230959220-003 | $38M | 280 | $29,503 | 1y | - |
BD OF TRUSTEES OHIO LOCAL NO 1OH · 316126988-001 | $31M | 571 | $10,946 | 1y | - |
Flag exposure
91.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into PNC Financial Services Group.
- PNC FINANCIAL SERVICES
- PNC FINANCIAL SERVICES COMPANY
- PNC FINANCIAL SERVICES GROUP
- PNC FINANCIAL SERVICES GROUP, INC.
- PNC FINANCIAL SERVICES INC
- THE PNC FINANCIAL SERVICES GROUP
- THE PNC FINANCIAL SERVICES GROUP, I
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PNC Financial Services Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PNC Financial Services Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on PNC Financial Services Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Centersquare Investment Management | 3 | 25.0% |
| WTW | 3 | 25.0% |
| American Realty Advisors | 2 | 16.7% |
| ASB Capital Management | 2 | 16.7% |
| Cambridge Associates | 2 | 16.7% |
| Eagle Capital Management LLC | 2 | 16.7% |
| Earnest Partners | 2 | 16.7% |
| Manning & Napier | 2 | 16.7% |
| Metropolitan West Asset Management | 2 | 16.7% |
| Polen Capital Management | 2 | 16.7% |