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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 | Directed Trustee | $4,218 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,144 | $60,165-76.5% | $74,184-80.9% | $55,167-74.4% |
| Participation rate | 43.1% | 74.2%-31.0pp | 76.6%-33.5pp | 69.0%-25.9pp |
| Annual return | 9.13% | 10.00%-0.9pp | 17.74%-8.6pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $910 | $2,973-69.4% | $3,550-74.4% | $3,054-70.2% |
| Admin fee / account holder | $44 | $419-89.5% | $5,586-99.2% | $504-91.3% |