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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN AND COMPANY Service code 70 2763 CENTRY BOULEVARD · READING, PA 19610 | Consulting Fees | $9,260 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,575 |
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 | $134,912 | $55,453+143.3% | $170,435-20.8% | $62,293+116.6% |
| Participation rate | 85.8% | 66.4%+19.5pp | 83.6%+2.2pp | 69.5%+16.3pp |
| Annual return | 14.20% | 21.38%-7.2pp | 205.94%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,967 | $2,164+37.1% | $5,432-45.4% | $2,042+45.3% |
| Participant deferral / active EE | $4,669 | $2,303+102.7% | $4,939-5.5% | $3,169+47.3% |
| Admin fee / account holder | $50 | $455-88.9% | $13,881-99.6% | $479-89.5% |