Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN AND COMPANY, INC. Service code 70 2763 CENTURY BOULEVARD · READING, PA 19610 | Consulting Fees | $9,635 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,900 |
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 | $133,503 | $47,977+178.3% | $154,108-13.4% | $56,289+137.2% |
| Participation rate | 93.4% | 66.2%+27.2pp | 83.0%+10.3pp | 69.9%+23.5pp |
| Annual return | -5.17% | 3.54%-8.7pp | 735.21%-740.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,735 | $2,169+72.2% | $5,298-29.5% | $2,111+76.9% |
| Participant deferral / active EE | $5,672 | $2,392+137.1% | $5,081+11.6% | $3,350+69.3% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.6% |