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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $6,650 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,816 | $42,582-60.5% | $171,082-90.2% | $57,658-70.8% |
| Participation rate | 63.6% | 63.9%-0.3pp | 76.7%-13.1pp | 70.2%-6.6pp |
| Annual return | 7.82% | 308.67%-300.9pp | 32.56%-24.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $659 | $1,306-49.5% | $4,002-83.5% | $1,974-66.6% |
| Participant deferral / active EE | $1,459 | $2,933-50.2% | $4,797-69.6% | $3,061-52.3% |
| Admin fee / account holder | $13 | $82-83.7% | $8,520-99.8% | $95-85.8% |