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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC Service code 25 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $13,620 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,592 | $54,320-63.9% | $67,653-71.0% | $52,331-62.6% |
| Participation rate | 85.5% | 73.6%+11.9pp | 75.7%+9.8pp | 68.1%+17.3pp |
| Annual return | 0.60% | 6.81%-6.2pp | 6625.22%-6624.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $454 | $1,544-70.6% | $2,266-80.0% | $1,882-75.9% |
| Participant deferral / active EE | $1,435 | $2,950-51.4% | $3,560-59.7% | $3,022-52.5% |
| Admin fee / account holder | $122 | $527-76.9% | $4,821-97.5% | $592-79.4% |