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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,554 | $46,360-19.0% | $147,617-74.6% | $52,331-28.2% |
| Participation rate | 93.9% | 64.9%+28.9pp | 84.6%+9.3pp | 68.1%+25.8pp |
| Annual return | 1.02% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,051 | $2,126-50.6% | $5,564-81.1% | $1,882-44.1% |
| Participant deferral / active EE | $2,111 | $2,258-6.5% | $4,895-56.9% | $3,022-30.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |