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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST2+ years Service code 28 · EIN 54-1116387 PO BOX 2625 · STAUNTON, VA 24402 | Investment Management | $15,376 |
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 | $100,891 | $61,356+64.4% | $149,696-32.6% | $71,511+41.1% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.8pp | 67.9%+28.7pp |
| Annual return | 4.35% | 35.86%-31.5pp | 134.46%-130.1pp | 28.86%-24.5pp |
| Employer contribution / active EE | $2,965 | $2,382+24.5% | $4,821-38.5% | $2,589+14.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $54 | $1,263-95.7% | $13,212-99.6% | $1,588-96.6% |