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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.6+ years Filed as: HERBEIN AND COMPANY INC Service code 70 2763 CENTURY BLVD · READING, PA 19610 | Consulting Fees | $11,295 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,075 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,426 | $58,888+189.4% | $178,499-4.5% | $73,493+131.9% |
| Participation rate | 93.0% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.3pp |
| Annual return | 13.19% | 24.86%-11.7pp | 151.10%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $4,194 | $2,236+87.5% | $5,011-16.3% | $2,270+84.7% |
| Participant deferral / active EE | $6,343 | $2,568+147.0% | $5,202+21.9% | $3,740+69.6% |
| Admin fee / account holder | $63 | $400-84.4% | $13,986-99.6% | $513-87.8% |