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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $119,315 |
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 | $354,349 | $75,388+370.0% | $123,553+186.8% | $55,727+535.9% |
| Participation rate | 97.5% | 75.7%+21.9pp | 82.3%+15.2pp | 70.9%+26.7pp |
| Annual return | 26.75% | 4.48%+22.3pp | 119.21%-92.5pp | 244.94%-218.2pp |
| Employer contribution / active EE | $12,349 | $3,063+303.1% | $4,628+166.8% | $2,078+494.2% |
| Participant deferral / active EE | $8,752 | $5,651+54.9% | $6,426+36.2% | $3,356+160.8% |
| Admin fee / account holder | $104 | $120-13.0% | $9,284-98.9% | $115-9.5% |