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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,407 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $11,394 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,562 | $63,690+24.9% | $163,379-51.3% | $71,012+12.0% |
| Participation rate | 21.5% | 47.6%-26.1pp | 76.8%-55.3pp | 58.6%-37.0pp |
| Annual return | 12.80% | 21.56%-8.8pp | 63.41%-50.6pp | 37.67%-24.9pp |
| Employer contribution / active EE | $294 | $1,703-82.8% | $3,752-92.2% | $2,348-87.5% |
| Participant deferral / active EE | $1,651 | $3,160-47.7% | $6,282-73.7% | $3,246-49.1% |
| Admin fee / account holder | $367 | $1,298-71.7% | $9,818-96.3% | $1,167-68.5% |