Filed May 30, 2025 (most recent of 3 filings on file)
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 | $43,512 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,963 | $72,770-75.3% | $67,652-73.4% | $55,191-67.5% |
| Participation rate | 84.1% | 78.8%+5.3pp | 75.7%+8.4pp | 69.2%+14.9pp |
| Annual return | -0.70% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,584 | $1,769-10.5% | $2,266-30.1% | $1,899-16.6% |
| Participant deferral / active EE | $1,262 | $3,408-63.0% | $3,560-64.5% | $3,046-58.6% |
| Admin fee / account holder | $44 | $79-43.8% | $4,821-99.1% | $91-51.2% |