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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $120,488 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $319,941 | $155,795+105.4% | $136,298+134.7% | $69,634+359.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.58% | 232464.33%-232453.8pp | 5156.27%-5145.7pp | 27572.26%-27561.7pp |
| Employer contribution / active EE | $13,870 | $2,991+363.7% | $4,696+195.4% | $2,032+582.5% |
| Participant deferral / active EE | $9,700 | $5,394+79.8% | $6,247+55.3% | $3,224+200.9% |
| Admin fee / account holder | $128 | $1280% | $9,244-98.6% | $110+16.1% |