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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $8,758 |
PNC BANK, N.A.1+ 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 | $24,499 | $38,925-37.1% | $73,836-66.8% | $55,191-55.6% |
| Participation rate | 53.6% | 66.0%-12.5pp | 73.4%-19.9pp | 69.2%-15.6pp |
| Annual return | -0.64% | 6.31%-7.0pp | 2268.06%-2268.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,470 | $2,351-37.5% | $3,583-59.0% | $3,046-51.7% |
| Admin fee / account holder | $48 | $83-42.6% | $4,882-99.0% | $91-47.6% |