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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 59 · EIN 25-1211909 | Shareholder Servicing | $5,920 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,416 | $44,425-60.8% | $67,834-74.3% | $55,167-68.4% |
| Participation rate | 41.1% | 59.7%-18.6pp | 68.8%-27.7pp | 69.0%-27.9pp |
| Annual return | 7.61% | 17.80%-10.2pp | 138.47%-130.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $378 | $1,351-72.0% | $2,403-84.3% | $1,963-80.7% |
| Participant deferral / active EE | $1,430 | $2,166-34.0% | $3,160-54.7% | $3,054-53.2% |
| Admin fee / account holder | $59 | $530-88.8% | $4,622-98.7% | $504-88.3% |