| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $3,940 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $48,004 | $72,770-34.0% | $67,652-29.0% | $55,191-13.0% |
| Participation rate | 77.9% | 78.8%-0.9pp | 75.7%+2.2pp | 69.2%+8.7pp |
| Annual return | 2.08% | -3.26%+5.3pp | 6625.40%-6623.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,748 | $1,769-1.2% | $2,266-22.8% | $1,899-7.9% |
| Participant deferral / active EE | $2,033 | $3,408-40.3% | $3,560-42.9% | $3,046-33.3% |
| Admin fee / account holder | $18 | $79-77.5% | $4,821-99.6% | $91-80.5% |