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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,167 | $55,453-27.6% | $170,435-76.4% | $62,293-35.5% |
| Participation rate | 52.9% | 66.4%-13.5pp | 83.6%-30.7pp | 69.5%-16.6pp |
| Annual return | 17.69% | 21.38%-3.7pp | 205.94%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $216 | $2,164-90.0% | $5,432-96.0% | $2,042-89.4% |
| Participant deferral / active EE | $1,181 | $2,303-48.7% | $4,939-76.1% | $3,169-62.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |