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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST1+ years Service code 28 · EIN 54-1116387 PO BOX 2625 · STAUNTON, VA 24402 | Investment Management | $18,820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,391 | $65,092+63.4% | $143,799-26.0% | $66,938+58.9% |
| Participation rate | 96.7% | 65.2%+31.5pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | 13.89% | -11.14%+25.0pp | -0.04%+13.9pp | 1.58%+12.3pp |
| Employer contribution / active EE | $1,869 | $2,362-20.9% | $4,952-62.3% | $2,545-26.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $73 | $502-85.5% | $14,677-99.5% | $594-87.8% |