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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK N.A. Service code 59 · EIN 25-1211909 | Shareholder Servicing | $35,541 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,048 | $45,324-49.1% | $122,354-81.2% | $69,631-66.9% |
| Participation rate | 98.2% | 59.9%+38.3pp | 71.6%+26.6pp | 70.7%+27.5pp |
| Annual return | 12.13% | 25.35%-13.2pp | 30.28%-18.1pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,498 | $2,367+5.5% | $3,287-24.0% | $3,224-22.5% |
| Admin fee / account holder | $61 | $87-30.4% | $5,479-98.9% | $110-45.2% |