Filed May 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $73,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,761 | $88,730-74.3% | $82,313-72.3% | $77,958-70.8% |
| Participation rate | 69.0% | 84.5%-15.6pp | 76.9%-7.9pp | 71.6%-2.7pp |
| Annual return | 23.16% | 20.88%+2.3pp | 25.88%-2.7pp | 20.87%+2.3pp |
| Employer contribution / active EE | $1,417 | $2,758-48.6% | $2,428-41.6% | $2,310-38.7% |
| Participant deferral / active EE | $1,164 | $4,634-74.9% | $3,706-68.6% | $3,537-67.1% |
| Admin fee / account holder | $63 | $74-14.3% | $5,608-98.9% | $97-34.9% |