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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $3,071 |
PNC BANK, N.A.2+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,666 | $60,165+10.8% | $74,184-10.1% | $55,167+20.8% |
| Participation rate | 57.2% | 74.2%-16.9pp | 76.6%-19.4pp | 69.0%-11.7pp |
| Annual return | 22.39% | 10.00%+12.4pp | 17.74%+4.7pp | 169.23%-146.8pp |
| Employer contribution / active EE | $544 | $1,600-66.0% | $2,370-77.1% | $1,963-72.3% |
| Participant deferral / active EE | $2,367 | $2,973-20.4% | $3,550-33.3% | $3,054-22.5% |
| Admin fee / account holder | $31 | $419-92.7% | $5,586-99.5% | $504-93.9% |