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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $335,081 |
PNC BANK, N.A.2+ 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 | $85,947 | $58,758+46.3% | $69,779+23.2% | $63,975+34.3% |
| Participation rate | 99.1% | 77.5%+21.6pp | 71.8%+27.3pp | 71.1%+27.9pp |
| Annual return | 8.47% | 18.05%-9.6pp | 12.99%-4.5pp | 48.65%-40.2pp |
| Employer contribution / active EE | $5,345 | $1,973+171.0% | $2,338+128.6% | $2,182+145.0% |
| Participant deferral / active EE | $4,712 | $2,912+61.8% | $2,931+60.8% | $3,356+40.4% |
| Admin fee / account holder | $229 | $71+222.6% | $4,381-94.8% | $70+225.2% |