Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL NETWORK & LI Service code 16 1110 OPAL COURT · HAGERERSTOWN, MD 21740 | Consulting | $28,122 |
Service code 16 164 W. MAIN STREET · NEW MARKET, MD 21774 | Consulting | $17,412 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,475 |
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 | $49,045 | $45,382+8.1% | $154,110-68.2% | $75,289-34.9% |
| Participation rate | 83.2% | 65.9%+17.3pp | 83.0%+0.1pp | 72.4%+10.7pp |
| Annual return | -4.35% | -0.47%-3.9pp | 735.22%-739.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $34 | $89-62.2% | $13,412-99.7% | $102-67.0% |