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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.2+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,778 | $82,279-62.6% | $78,002-60.5% | $63,975-51.9% |
| Participation rate | 84.6% | 84.7%-0.1pp | 75.5%+9.1pp | 71.1%+13.5pp |
| Annual return | 5.83% | 11.20%-5.4pp | 425.99%-420.2pp | 48.65%-42.8pp |
| Employer contribution / active EE | $1,516 | $3,297-54.0% | $2,470-38.6% | $2,182-30.5% |
| Participant deferral / active EE | $2,203 | $4,538-51.5% | $3,497-37.0% | $3,356-34.4% |
| Admin fee / account holder | $0 | $81-100.0% | $5,481-100.0% | $70-100.0% |