Filed April 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $1,700 |
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 | $28,022 | $36,916-24.1% | $156,551-82.1% | $57,658-51.4% |
| Participation rate | 57.4% | 63.4%-6.0pp | 84.0%-26.6pp | 70.2%-12.8pp |
| Annual return | 8.18% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,114 | $1,926+9.8% | $4,871-56.6% | $3,061-30.9% |
| Admin fee / account holder | $3 | $82-95.9% | $13,028-100.0% | $95-96.4% |