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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC Service code 25 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $27,475 |
PNC BANK, N.A.3+ 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).
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 | $22,670 | $64,909-65.1% | $82,312-72.5% | $62,293-63.6% |
| Participation rate | 99.1% | 74.9%+24.2pp | 76.9%+22.2pp | 69.5%+29.5pp |
| Annual return | 17.35% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $642 | $1,676-61.7% | $2,428-73.6% | $2,042-68.6% |
| Participant deferral / active EE | $2,977 | $3,103-4.1% | $3,706-19.7% | $3,169-6.1% |
| Admin fee / account holder | $192 | $440-56.3% | $5,608-96.6% | $479-59.9% |