First of Waverly Corporation
72
Plan:
First of Waverly Employee Stock Ownership Plan
26
61
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (72) and the top rated plan (86) could equate to:
[How is this calculated?]
[How is this calculated?]
9 additional years of work Up to $25,200 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 of Waverly Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component, 401k feature, and leveraged ESOP component. This plan has a BrightScope Rating of 72, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances. First of Waverly Employee Stock Ownership Plan currently has over 100 active participants and over $10.2M in plan assets.
Retirement Plan Details
| Address |
Po Box 837
Waverly, IA 50677-0837 |
| Industry | Offices of Bank Holding Companies |
| Administrator | Krista Kirkpatrick |
| Sponsor | Richard Carlson |
| Net Plan Assets | $10,200,000 |
| Total Participants | 130 |
| Avg Account Balance | $81,000 |
Compare Other Companies in Peer Group
| Arbor Management, LLC | 75.2 |
| The Hospital and Healthsystem... | 74.4 |
| FirstCity Financial | 73.7 |
| Palos Bancshares | 72.8 |
| Edward B. Howlin | 69.7 |
| Security State | 50.0 |
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