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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $19,754 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,401 | $47,078+2.8% | $100,671-51.9% | $55,191-12.3% |
| Participation rate | 100.0% | 58.0%+42.0pp | 70.7%+29.3pp | 69.2%+30.8pp |
| Annual return | -1.63% | 0.65%-2.3pp | 20.43%-22.1pp | 10.78%-12.4pp |
| Employer contribution / active EE | $8,819 | $1,065+727.7% | $4,012+119.8% | $1,899+364.5% |
| Participant deferral / active EE | $3,726 | $2,038+82.8% | $3,144+18.5% | $3,046+22.3% |
| Admin fee / account holder | $50 | $153-67.4% | $4,850-99.0% | $91-44.9% |