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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $46,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,686 | $38,833+22.8% | $78,778-39.5% | $77,958-38.8% |
| Participation rate | 14.8% | 60.9%-46.2pp | 69.2%-54.4pp | 71.6%-56.9pp |
| Annual return | 17.99% | 20.31%-2.3pp | 35.62%-17.6pp | 20.87%-2.9pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $592 | $1,776-66.7% | $2,958-80.0% | $3,537-83.3% |
| Admin fee / account holder | $106 | $89+18.6% | $5,134-97.9% | $97+8.4% |