| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $61,053 |
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 | $55,227 | $65,118-15.2% | $76,768-28.1% | $55,727-0.9% |
| Participation rate | 78.3% | 79.6%-1.3pp | 77.0%+1.3pp | 70.9%+7.4pp |
| Annual return | -4.53% | -1.27%-3.3pp | 2.43%-7.0pp | 244.94%-249.5pp |
| Employer contribution / active EE | $1,054 | $1,941-45.7% | $2,485-57.6% | $2,078-49.3% |
| Participant deferral / active EE | $2,452 | $3,688-33.5% | $3,852-36.3% | $3,356-26.9% |
| Admin fee / account holder | $133 | $116+15.1% | $6,676-98.0% | $115+15.7% |