Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 16 1110 OPAL COURT · HAGERERSTOWN, MD 21740 | Consulting | $41,270 |
SEK CPAS AND ADVISORS1 year Filed as: SEK Service code 10 19405 EMERALD SQUARE · HAGERSTOWN, MD 21742 | Accounting | $24,250 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,647 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $75 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $209,424-100.0% | $178,510-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 7.99% | 188.82%-180.8pp | 151.13%-143.1pp | 303.00%-295.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,080-100.0% | $13,988-100.0% | $11,252-100.0% |