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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $31,729 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,472 | $75,760-49.2% | $123,105-68.7% | $59,188-35.0% |
| Participation rate | 41.3% | 86.0%-44.7pp | 86.8%-45.5pp | 69.4%-28.1pp |
| Annual return | 2.07% | 2.93%-0.9pp | 13.22%-11.2pp | 5.51%-3.4pp |
| Employer contribution / active EE | $633 | $3,415-81.5% | $5,151-87.7% | $2,098-69.8% |
| Participant deferral / active EE | $3,468 | $5,000-30.7% | $6,229-44.3% | $3,265+6.2% |
| Admin fee / account holder | $34 | $61-43.7% | $9,014-99.6% | $92-62.9% |