Filed March 31, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $850 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,542 | $60,165-17.7% | $74,184-33.2% | $55,167-10.2% |
| Participation rate | 63.1% | 74.2%-11.0pp | 76.6%-13.5pp | 69.0%-5.9pp |
| Annual return | 5.85% | 10.00%-4.1pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $3,198 | $1,600+99.9% | $2,370+34.9% | $1,963+62.9% |
| Participant deferral / active EE | $3,723 | $2,973+25.3% | $3,550+4.9% | $3,054+21.9% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.7% |