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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $39,962 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $69,629 | $39,898+74.5% | $121,220-42.6% | $55,725+25.0% |
| Participation rate | 85.8% | 61.2%+24.5pp | 71.8%+14.0pp | 70.9%+14.9pp |
| Annual return | -0.15% | -0.96%+0.8pp | 16.94%-17.1pp | 244.93%-245.1pp |
| Employer contribution / active EE | $8,700 | $1,295+571.8% | $4,023+116.3% | $2,078+318.7% |
| Participant deferral / active EE | $5,827 | $2,439+139.0% | $3,345+74.2% | $3,356+73.7% |
| Admin fee / account holder | $95 | $95-0.6% | $5,021-98.1% | $115-17.9% |