Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $7,798 |
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 | $27,848 | $39,859-30.1% | $78,676-64.6% | $57,658-51.7% |
| Participation rate | 48.2% | 66.1%-17.9pp | 73.6%-25.3pp | 70.2%-22.0pp |
| Annual return | 7.52% | 18.96%-11.4pp | 62.19%-54.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,272 | $2,248-43.4% | $3,517-63.8% | $3,061-58.5% |
| Admin fee / account holder | $45 | $76-41.2% | $4,510-99.0% | $95-52.6% |