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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $37,174 |
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $6,166 |
Filed as: AT INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $5,049 |
Service code 27 · EIN 20-0822261 | Advisory (Plan) | $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 | $148,723 | $75,388+97.3% | $123,553+20.4% | $55,727+166.9% |
| Participation rate | 78.6% | 75.7%+2.9pp | 82.3%-3.7pp | 70.9%+7.7pp |
| Annual return | 0.49% | 4.48%-4.0pp | 119.21%-118.7pp | 244.94%-244.5pp |
| Employer contribution / active EE | $5,041 | $3,063+64.6% | $4,628+8.9% | $2,078+142.5% |
| Participant deferral / active EE | $7,589 | $5,651+34.3% | $6,426+18.1% | $3,356+126.1% |
| Admin fee / account holder | $53 | $120-56.1% | $9,284-99.4% | $115-54.4% |