Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 16 1110 OPAL COURT · HAGERSTOWN, MD 21740 | Consulting | $25,509 |
Service code 16 164 W MAIN STREET · NEW MARKET, MD 21774 | Consulting | $15,204 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,780 |
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 | $45,994 | $37,213+23.6% | $156,551-70.6% | $63,975-28.1% |
| Participation rate | 84.8% | 65.0%+19.8pp | 84.0%+0.8pp | 71.1%+13.7pp |
| Annual return | 6.62% | 47.89%-41.3pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $27 | $56-51.2% | $13,028-99.8% | $70-61.0% |