Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 1110 OPAL COURT · HAGERERSTOWN, MD 21740 | Consulting | $17,779 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,440 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 50 | Direct Payment | $0 |
Service code 50 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $0 |
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 | $57,483 | $47,456+21.1% | $172,757-66.7% | $77,775-26.1% |
| Participation rate | 82.3% | 66.3%+16.0pp | 82.6%-0.3pp | 73.2%+9.1pp |
| Annual return | 18.69% | 35.57%-16.9pp | 803.06%-784.4pp | 32.58%-13.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $18 | $81-77.8% | $13,956-99.9% | $100-82.0% |