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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $34,052 |
DOEREN MAYHEW2+ years Filed as: DOEREN MAYHEW & CO. PC Service code 10 · EIN 38-2492570 | Accounting | $9,800 |
PNC BANK, N.A.2+ 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,718 | $75,183+292.0% | $123,894+137.9% | $55,167+434.2% |
| Participation rate | 94.5% | 72.8%+21.7pp | 81.4%+13.1pp | 69.0%+25.5pp |
| Annual return | 7.22% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $11,817 | $2,823+318.5% | $4,617+156.0% | $1,963+502.1% |
| Participant deferral / active EE | $9,961 | $5,084+95.9% | $5,984+66.4% | $3,054+226.1% |
| Admin fee / account holder | $153 | $663-76.9% | $8,357-98.2% | $504-69.6% |