Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 16 1110 OPAL COURT · HAGERSTOWN, MD 21740 | Consulting | $35,840 |
LIGHTHOUSE FINANCIAL ADVISORS1+ years Filed as: LIGHTHOUSE WEALTH MANAGEMENT Service code 27 164 W MAIN STREET · NEW MARKET, MD 21774 | Advisory (Plan) | $23,893 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,450 |
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.
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 | $42,358 | $37,039+14.4% | $147,618-71.3% | $59,188-28.4% |
| Participation rate | 87.9% | 63.8%+24.1pp | 84.6%+3.3pp | 69.4%+18.5pp |
| Annual return | -0.14% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $37 | $60-38.8% | $11,612-99.7% | $92-60.1% |