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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.7 years Filed as: HERBEIN AND COMPANY, INC. Service code 70 2763 CENTURY BOULEVARD · READING, PA 19610 | Consulting Fees | $15,250 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,250 |
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 | $204,872 | $55,470+269.3% | $155,556+31.7% | $74,478+175.1% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 9.94% | 269.80%-259.9pp | 64.84%-54.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $5,005 | $2,267+120.8% | $4,675+7.0% | $2,626+90.6% |
| Participant deferral / active EE | $6,930 | $2,838+144.2% | $5,631+23.1% | $4,350+59.3% |
| Admin fee / account holder | $85 | $1,744-95.1% | $15,885-99.5% | $1,946-95.6% |