Filed April 5, 2016
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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $2,125 |
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.
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 | $57,159 | $57,096+0.1% | $94,229-39.3% | $55,191+3.6% |
| Participation rate | 48.6% | 75.7%-27.1pp | 78.8%-30.2pp | 69.2%-20.6pp |
| Annual return | 12.40% | 159.65%-147.2pp | 10.68%+1.7pp | 10.78%+1.6pp |
| Employer contribution / active EE | $619 | $1,708-63.8% | $3,587-82.7% | $1,899-67.4% |
| Participant deferral / active EE | $2,459 | $3,165-22.3% | $4,320-43.1% | $3,046-19.3% |
| Admin fee / account holder | $9 | $89-89.6% | $6,269-99.9% | $91-89.8% |