Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL NETWORK AND Service code 16 1110 OPAL COURT · HAGERERSTOWN, MD 21740 | Consulting | $26,151 |
Service code 16 164 W. MAIN STREET · NEW MARKET, MD 21774 | Consulting | $13,075 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,611 |
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 | $53,026 | $44,989+17.9% | $170,435-68.9% | $77,958-32.0% |
| Participation rate | 84.3% | 64.6%+19.7pp | 83.6%+0.7pp | 71.6%+12.7pp |
| Annual return | 14.96% | 19.61%-4.6pp | 205.94%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $30 | $69-55.9% | $13,881-99.8% | $97-68.8% |