Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $15,594 |
RKL LLP1+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 17604 | Accounting | $10,255 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,552 | $72,770-74.5% | $67,652-72.6% | $55,191-66.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.88% | -3.26%+4.1pp | 6625.40%-6624.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,671 | $1,769-5.6% | $2,266-26.3% | $1,899-12.0% |
| Participant deferral / active EE | $1,422 | $3,408-58.3% | $3,560-60.1% | $3,046-53.3% |
| Admin fee / account holder | $46 | $79-41.7% | $4,821-99.0% | $91-49.4% |