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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $19,643 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,396 | $44,425+20.2% | $67,834-21.3% | $55,167-3.2% |
| Participation rate | 43.8% | 59.7%-15.9pp | 68.8%-25.0pp | 69.0%-25.2pp |
| Annual return | 9.36% | 17.80%-8.4pp | 138.47%-129.1pp | 169.23%-159.9pp |
| Employer contribution / active EE | $221 | $1,351-83.7% | $2,403-90.8% | $1,963-88.8% |
| Participant deferral / active EE | $1,460 | $2,166-32.6% | $3,160-53.8% | $3,054-52.2% |
| Admin fee / account holder | $157 | $530-70.4% | $4,622-96.6% | $504-68.8% |