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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST3+ years Service code 28 · EIN 54-1116387 PO BOX 2625 · STAUNTON, VA 24402 | Investment Management | $15,464 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,576 | $55,415+65.3% | $155,509-41.1% | $74,495+22.9% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 4.67% | 268.50%-263.8pp | 64.67%-60.0pp | 1364.94%-1360.3pp |
| Employer contribution / active EE | $641 | $2,267-71.7% | $4,672-86.3% | $2,623-75.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $48 | $1,738-97.2% | $15,912-99.7% | $1,942-97.5% |