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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,576 | $55,472+65.1% | $155,567-41.1% | $74,546+22.8% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 4.67% | 268.72%-264.0pp | 64.74%-60.1pp | 1366.03%-1361.4pp |
| Employer contribution / active EE | $641 | $2,269-71.7% | $4,674-86.3% | $2,624-75.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $48 | $1,743-97.2% | $15,916-99.7% | $1,944-97.5% |