Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY10+ years Service code 21 ONE F.N.B. BOULEVARD · HERMITAGE, PA 16148 | Bank Trustee | $6,534 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,458 | $80,705-83.3% | $115,768-88.4% | $67,986-80.2% |
| Participation rate | 99.5% | 63.0%+36.6pp | 74.4%+25.2pp | 57.2%+42.3pp |
| Annual return | -35.76% | 18.49%-54.2pp | 100.46%-136.2pp | 31.67%-67.4pp |
| Employer contribution / active EE | $8,235 | $2,046+302.4% | $2,940+180.1% | $2,019+307.9% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $24 | $4,135-99.4% | $12,439-99.8% | $3,203-99.3% |