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Company:
Middleburg Financial Corporation
Plan:
Middleburg Financial Corporation 401k Plan
 

Middleburg Financial Corporation

66 Plan:

 
 
66
17
64
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (66) and the top rated plan (86) could equate to:
[How is this calculated?]
12 additional years of work
Up to $48,700 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

Middleburg Financial Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Participation Rate. Middleburg Financial Corporation 401k Plan currently has over 200 active participants and over $5.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
15
Plan Average: 24
Top 3 Funds in this 401k
1. American Funds Growth Fund of America 21%
2. American Funds Fundamental Investors 15%
3. American Funds Money Market 14%

 Retirement Plan Details

Address 106 Catoctin Circle Southeast
Leesburg, VA 20175-3717 
Industry Commercial Banking
Administrator Suzanne Withers
Net Plan Assets $5,850,000
Total Participants 200
Avg Account Balance $31,000

 Compare Other Companies in Peer Group

Pacific Mercantile Bank 70.6
Park Bank 67.6
Fidelity Bank 65.9
Cameron State Bank 64.9
Heritage Bank 62.3
Community Bank & Trust 61.3

  Plan Service Providers

Auditor Yount, Hyde & Barbour, P.C.
Administration DailyAccess Corporation
Investment Adviser CAPTRUST Financial Advisors
Corporate Trustee Reliance Trust Company

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