Filed March 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $9,240 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,361 | $34,220+73.5% | $73,836-19.6% | $59,188+0.3% |
| Participation rate | 28.8% | 59.1%-30.4pp | 73.4%-44.7pp | 69.4%-40.7pp |
| Annual return | 0.09% | 3.36%-3.3pp | 2268.06%-2268.0pp | 5.51%-5.4pp |
| Employer contribution / active EE | $477 | $1,480-67.8% | $2,787-82.9% | $2,098-77.3% |
| Participant deferral / active EE | $629 | $2,035-69.1% | $3,583-82.4% | $3,265-80.7% |
| Admin fee / account holder | $21 | $64-67.8% | $4,882-99.6% | $92-77.6% |