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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $105,714 |
PNC BANK, N.A.4+ 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.
Annual investment return 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 | $22,686 | $88,874-74.5% | $123,553-81.6% | $75,289-69.9% |
| Participation rate | 10.2% | 75.9%-65.7pp | 82.3%-72.1pp | 72.4%-62.2pp |
| Annual return | -6.81% | 4.22%-11.0pp | 119.21%-126.0pp | -0.04%-6.8pp |
| Employer contribution / active EE | $506 | $3,256-84.5% | $4,628-89.1% | $2,405-79.0% |
| Participant deferral / active EE | $2,647 | $6,174-57.1% | $6,426-58.8% | $3,739-29.2% |
| Admin fee / account holder | $82 | $95-13.7% | $9,284-99.1% | $102-20.3% |