Filed August 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $82,471 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,190 | $69,305+14.3% | $82,312-3.8% | $69,631+13.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 18.93% | 21.47%-2.5pp | 25.88%-6.9pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,088 | $1,887+63.7% | $2,428+27.2% | $2,032+52.0% |
| Participant deferral / active EE | $3,787 | $3,568+6.1% | $3,706+2.2% | $3,224+17.5% |
| Admin fee / account holder | $121 | $97+24.6% | $5,608-97.8% | $110+9.7% |