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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $28,030 |
PNC BANK, N.A.1+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,440 | $53,412+20.6% | $68,509-5.9% | $52,331+23.1% |
| Participation rate | 64.7% | 71.7%-7.0pp | 74.7%-10.0pp | 68.1%-3.4pp |
| Annual return | -0.66% | 3.42%-4.1pp | 8.27%-8.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $709 | $1,607-55.9% | $2,278-68.9% | $1,882-62.3% |
| Participant deferral / active EE | $2,531 | $2,688-5.9% | $3,382-25.2% | $3,022-16.3% |
| Admin fee / account holder | $305 | $461-33.9% | $5,275-94.2% | $592-48.5% |