| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $4,069 |
PNC BANK, N.A.2+ 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 | $45,135 | $63,905-29.4% | $74,184-39.2% | $57,661-21.7% |
| Participation rate | 90.3% | 79.8%+10.6pp | 76.6%+13.7pp | 70.2%+20.1pp |
| Annual return | 7.52% | 60.60%-53.1pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $655 | $1,840-64.4% | $2,370-72.4% | $1,974-66.8% |
| Participant deferral / active EE | $2,299 | $3,448-33.3% | $3,550-35.2% | $3,061-24.9% |
| Admin fee / account holder | $28 | $91-69.1% | $5,586-99.5% | $95-70.3% |