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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.1+ years Filed as: HERBEIN AND COMPANY INC Service code 10 2763 CENTURY BLVD · READING, PA 19610 | Accounting | $9,919 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,250 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,661 | $46,360+134.4% | $147,617-26.4% | $52,331+107.6% |
| Participation rate | 80.8% | 64.9%+15.8pp | 84.6%-3.9pp | 68.1%+12.6pp |
| Annual return | 0.55% | 1.62%-1.1pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,213 | $2,126+4.1% | $5,564-60.2% | $1,882+17.6% |
| Participant deferral / active EE | $3,850 | $2,258+70.5% | $4,895-21.4% | $3,022+27.4% |
| Admin fee / account holder | $51 | $766-93.3% | $11,612-99.6% | $592-91.4% |