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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN AND COMPANY INC. Service code 10 2763 CENTURY BLVD · READING, PA 19610 | Accounting | $9,173 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,550 |
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 | $116,945 | $46,732+150.2% | $156,551-25.3% | $55,167+112.0% |
| Participation rate | 86.8% | 65.8%+21.0pp | 84.0%+2.8pp | 69.0%+17.8pp |
| Annual return | 10.87% | 17.72%-6.8pp | 32.23%-21.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $2,750 | $2,105+30.7% | $5,501-50.0% | $1,963+40.1% |
| Participant deferral / active EE | $4,572 | $2,204+107.4% | $4,871-6.1% | $3,054+49.7% |
| Admin fee / account holder | $54 | $418-87.1% | $13,028-99.6% | $504-89.3% |