Filed April 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $2,050 |
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.
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 | $59,821 | $107,378-44.3% | $108,582-44.9% | $57,658+3.8% |
| Participation rate | 45.6% | 77.1%-31.6pp | 79.6%-34.0pp | 70.2%-24.7pp |
| Annual return | 11.14% | 12.80%-1.7pp | -51.70%+62.8pp | 5.13%+6.0pp |
| Employer contribution / active EE | $606 | $1,782-66.0% | $3,758-83.9% | $1,974-69.3% |
| Participant deferral / active EE | $2,582 | $3,221-19.8% | $4,311-40.1% | $3,061-15.6% |
| Admin fee / account holder | $8 | $108-92.2% | $7,645-99.9% | $95-91.1% |