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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.8+ years Filed as: HERBEIN AND COMPANY INC Service code 70 2763 CENTURY BLVD · READING, PA 19610 | Consulting Fees | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,450 | $65,092+157.3% | $143,799+16.4% | $66,938+150.2% |
| Participation rate | 92.0% | 65.2%+26.8pp | 80.3%+11.7pp | 69.8%+22.2pp |
| Annual return | -13.04% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $4,514 | $2,362+91.1% | $4,952-8.8% | $2,545+77.3% |
| Participant deferral / active EE | $6,977 | $2,920+138.9% | $5,638+23.7% | $4,238+64.6% |
| Admin fee / account holder | $75 | $502-85.1% | $14,677-99.5% | $594-87.4% |