Filed May 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $61,081 |
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 | $20,281 | $63,905-68.3% | $74,184-72.7% | $57,658-64.8% |
| Participation rate | 84.6% | 79.8%+4.9pp | 76.6%+8.0pp | 70.2%+14.4pp |
| Annual return | 10.04% | 60.60%-50.6pp | 17.74%-7.7pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,533 | $1,840-16.7% | $2,370-35.3% | $1,974-22.3% |
| Participant deferral / active EE | $1,284 | $3,448-62.8% | $3,550-63.8% | $3,061-58.1% |
| Admin fee / account holder | $60 | $91-33.9% | $5,586-98.9% | $95-36.3% |