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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $29,384 |
PNC BANK, N.A.2+ 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.
Annual investment return 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 | $47,130 | $80,354-41.3% | $133,975-64.8% | $63,975-26.3% |
| Participation rate | 39.9% | 87.5%-47.7pp | 87.1%-47.2pp | 71.1%-31.3pp |
| Annual return | 3.03% | 13.11%-10.1pp | 29.29%-26.3pp | 48.65%-45.6pp |
| Employer contribution / active EE | $611 | $3,503-82.6% | $5,211-88.3% | $2,182-72.0% |
| Participant deferral / active EE | $3,416 | $5,239-34.8% | $6,282-45.6% | $3,356+1.8% |
| Admin fee / account holder | $34 | $69-50.6% | $9,324-99.6% | $70-51.4% |