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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $18,844 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $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.
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 | $15,050 | $75,183-80.0% | $123,894-87.9% | $55,167-72.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.37% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $529 | $2,823-81.3% | $4,617-88.5% | $1,963-73.1% |
| Participant deferral / active EE | $2,560 | $5,084-49.7% | $5,984-57.2% | $3,054-16.2% |
| Admin fee / account holder | $60 | $663-91.0% | $8,357-99.3% | $504-88.1% |