| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $2,887 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $63,419 | $69,305-8.5% | $82,312-23.0% | $69,634-8.9% |
| Participation rate | 94.6% | 80.3%+14.4pp | 76.9%+17.7pp | 70.7%+24.0pp |
| Annual return | 17.05% | 21.47%-4.4pp | 25.88%-8.8pp | 27572.26%-27555.2pp |
| Employer contribution / active EE | $1,565 | $1,887-17.0% | $2,428-35.5% | $2,032-23.0% |
| Participant deferral / active EE | $3,872 | $3,568+8.5% | $3,706+4.5% | $3,224+20.1% |
| Admin fee / account holder | $42 | $97-57.3% | $5,608-99.3% | $110-62.4% |