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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $825 |
PNC BANK, N.A.3+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $103,172 | $64,909+58.9% | $82,312+25.3% | $62,293+65.6% |
| Participation rate | 64.2% | 74.9%-10.6pp | 76.9%-12.7pp | 69.5%-5.3pp |
| Annual return | 17.15% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,132 | $1,676-32.5% | $2,428-53.4% | $2,042-44.6% |
| Participant deferral / active EE | $3,147 | $3,103+1.4% | $3,706-15.1% | $3,169-0.7% |
| Admin fee / account holder | $76 | $440-82.8% | $5,608-98.6% | $479-84.2% |