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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY9+ years Service code 21 ONE F.N.B. BOULEVARD · HERMITAGE, PA 16148 | Bank Trustee | $6,555 |
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 | $11,648 | $78,636-85.2% | $105,607-89.0% | $74,459-84.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | -71.12% | 15.96%-87.1pp | 116.11%-187.2pp | 1369.70%-1440.8pp |
| Employer contribution / active EE | $8,484 | $2,523+236.2% | $3,167+167.9% | $2,626+223.1% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $25 | $2,220-98.9% | $10,958-99.8% | $1,945-98.7% |