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| Provider | Service type | Compensation |
|---|---|---|
BANK OF CLARKE COUNTY1+ years Service code 15 · EIN 54-1519888 202 NORTH LOUDOUN ST. · WINCHESTER, VA 22601 | Recordkeeping | $34,712 |
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 | $18,246 | $61,616-70.4% | $105,754-82.7% | $55,167-66.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | -2.97% | 11.15%-14.1pp | 12.25%-15.2pp | 169.23%-172.2pp |
| Employer contribution / active EE | $976 | $3,043-67.9% | $4,079-76.1% | $1,963-50.3% |
| Participant deferral / active EE | $0 | $4,213-100.0% | $5,326-100.0% | $3,054-100.0% |
| Admin fee / account holder | $225 | $379-40.5% | $8,309-97.3% | $504-55.3% |