Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $16,545 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $70,346 | $64,909+8.4% | $82,312-14.5% | $62,293+12.9% |
| Participation rate | 92.6% | 74.9%+17.7pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 18.03% | 21.18%-3.2pp | 25.88%-7.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $927 | $1,676-44.7% | $2,428-61.8% | $2,042-54.6% |
| Participant deferral / active EE | $2,977 | $3,103-4.1% | $3,706-19.7% | $3,169-6.1% |
| Admin fee / account holder | $107 | $440-75.6% | $5,608-98.1% | $479-77.6% |