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 | $77,569-82.7% | $115,599-88.4% | $64,097-79.0% |
| Participation rate | 99.5% | 60.7%+38.9pp | 74.3%+25.3pp | 55.2%+44.4pp |
| Annual return | -35.76% | 18.52%-54.3pp | 111.10%-146.9pp | 34.64%-70.4pp |
| Employer contribution / active EE | $8,235 | $1,915+330.1% | $2,955+178.6% | $1,891+335.4% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,889-100.0% | $3,080-100.0% |
| Admin fee / account holder | $24 | $4,470-99.5% | $12,841-99.8% | $3,454-99.3% |