Filed July 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CLEARVIEW GROUP1 year Filed as: CLEARVIEW ADVISORY Service code 27 1438 WEST PEACHTREE ST · ATLANTA, GA 30309 | Advisory (Plan) | $45,000 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $37,753 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,416 | $88,874-57.9% | $123,553-69.7% | $75,289-50.3% |
| Participation rate | 52.9% | 75.9%-23.0pp | 82.3%-29.4pp | 72.4%-19.5pp |
| Annual return | -4.30% | 4.22%-8.5pp | 119.21%-123.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,250 | $3,256-30.9% | $4,628-51.4% | $2,405-6.4% |
| Participant deferral / active EE | $3,920 | $6,174-36.5% | $6,426-39.0% | $3,739+4.9% |
| Admin fee / account holder | $97 | $95+2.6% | $9,284-99.0% | $102-5.2% |