Filed August 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $22,707 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,926 | $38,969+46.1% | $109,313-47.9% | $55,167+3.2% |
| Participation rate | 30.3% | 58.2%-27.9pp | 71.3%-40.9pp | 69.0%-38.7pp |
| Annual return | 5.77% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $500 | $1,227-59.3% | $3,892-87.2% | $1,963-74.5% |
| Participant deferral / active EE | $1,005 | $2,176-53.8% | $3,166-68.3% | $3,054-67.1% |
| Admin fee / account holder | $316 | $501-36.9% | $5,666-94.4% | $504-37.3% |