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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST1 year Service code 28 · EIN 54-1116387 PO BOX 2625 · STAUNTON, VA 24402 | Investment Management | $22,708 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,041 | $61,166+58.7% | $185,849-47.8% | $79,391+22.2% |
| Participation rate | 98.8% | 66.6%+32.2pp | 81.7%+17.1pp | 70.7%+28.1pp |
| Annual return | 6.13% | 19.45%-13.3pp | 122.10%-116.0pp | 116.88%-110.8pp |
| Employer contribution / active EE | $2,281 | $2,321-1.7% | $5,169-55.9% | $2,428-6.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $90 | $710-87.3% | $16,244-99.4% | $627-85.6% |