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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $118,388 |
PNC BANK, N.A.3 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 99 · EIN 22-1146430 | Other Fees | $22,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,372 | $83,023-76.7% | $102,437-81.1% | $77,762-75.1% |
| Participation rate | 67.2% | 71.5%-4.3pp | 74.5%-7.3pp | 70.6%-3.4pp |
| Annual return | 12.60% | 19.12%-6.5pp | 24.95%-12.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $415 | $3,552-88.3% | $3,871-89.3% | $2,728-84.8% |
| Participant deferral / active EE | $1,770 | $4,110-56.9% | $5,060-65.0% | $4,651-61.9% |
| Admin fee / account holder | $113 | $639-82.3% | $8,388-98.7% | $433-73.9% |