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Company:
First Bank Financial Centre
Plan:
First Bank Financial Centre 401k Plan
 

First Bank Financial Centre

65 Plan: First Bank Financial Centre 401k Plan

 
 
65
22
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (65) and the top rated plan (87) could equate to:
[How is this calculated?]
12 additional years of work
Up to $148,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

First Bank Financial Centre 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Investment Menu Quality. First Bank Financial Centre 401k Plan currently has over 100 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address Po Box D
Oconomowoc, WI 53066-6004 
Industry Commercial Banking
Administrator Ann Lueth
Net Plan Assets $3,980,000
Total Participants 150
Avg Account Balance $27,000

 Compare Other Companies in Peer Group

Kansas State Bank 69.5
The Dime Bank 66.9
BancTenn 62.0
Union Bank 60.9
Great Lakes Financial Resources 59.3
Town North Bank, N.A. 21.6

 Top 3 Funds in this 401k

1. Russell LifePoints Growth Strategy 16%
2. Russell LifePoints Balanced Strategy 14%
3. Principal Bond & Mortgage Securities 12%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Snyder Insurance Agency, Inc.
Administration Principal Financial Group
Auditor Wipfli, LLP

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