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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $11,724 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,723 | $32,085-16.7% | $40,145,923-99.9% | $57,658-53.7% |
| Participation rate | 30.6% | 66.0%-35.4pp | 68.4%-37.8pp | 70.2%-39.6pp |
| Annual return | 7.76% | 9.60%-1.8pp | 5.24%+2.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $777 | $1,957-60.3% | $2,591-70.0% | $3,061-74.6% |
| Admin fee / account holder | $54 | $75-27.7% | $2,903-98.1% | $95-42.6% |