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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY5+ years Service code 21 ONE F.N.B. BOULEVARD · HERMITAGE, PA 16148 | Bank Trustee | $6,593 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,736 | $70,917-79.2% | $98,916-85.1% | $73,493-79.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -71.48% | 34.18%-105.7pp | 196.45%-267.9pp | 28.51%-100.0pp |
| Employer contribution / active EE | $8,092 | $2,037+297.2% | $2,689+200.9% | $2,270+256.4% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25 | $535-95.3% | $6,642-99.6% | $513-95.1% |