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| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.6 years Filed as: HERBEIN AND COMPANY, INC. Service code 70 2763 CENTURY BOULEVARD · READING, PA 19610 | Consulting Fees | $14,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,801 | $61,356+204.5% | $149,696+24.8% | $71,511+161.2% |
| Participation rate | 89.9% | 62.5%+27.4pp | 78.8%+11.2pp | 67.9%+22.0pp |
| Annual return | 14.38% | 35.86%-21.5pp | 134.46%-120.1pp | 28.86%-14.5pp |
| Employer contribution / active EE | $5,048 | $2,382+112.0% | $4,821+4.7% | $2,589+95.0% |
| Participant deferral / active EE | $7,452 | $2,920+155.2% | $5,682+31.2% | $4,291+73.7% |
| Admin fee / account holder | $81 | $1,263-93.6% | $13,212-99.4% | $1,588-94.9% |