Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $1,552 |
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 | $40,932 | $39,898+2.6% | $121,220-66.2% | $55,725-26.5% |
| Participation rate | 87.4% | 61.2%+26.2pp | 71.8%+15.6pp | 70.9%+16.5pp |
| Annual return | -6.39% | -0.96%-5.4pp | 16.94%-23.3pp | 244.93%-251.3pp |
| Employer contribution / active EE | $347 | $1,295-73.2% | $4,023-91.4% | $2,078-83.3% |
| Participant deferral / active EE | $4,448 | $2,439+82.4% | $3,345+33.0% | $3,356+32.5% |
| Admin fee / account holder | $4 | $95-95.8% | $5,021-99.9% | $115-96.5% |