Filed November 27, 2015 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 16 1110 OPAL COURT · HAGERERSTOWN, MD 21740 | Consulting | $84,488 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,012 |
LIGHTHOUSE FINANCIAL ADVISORS1+ years Service code 16 164 W. MAIN STREET · NEW MARKET, MD 21774 | Consulting | $29,736 |
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 | $48,677 | $44,989+8.2% | $170,435-71.4% | $77,958-37.6% |
| Participation rate | 96.3% | 64.6%+31.7pp | 83.6%+12.7pp | 71.6%+24.7pp |
| Annual return | 18.52% | 19.61%-1.1pp | 205.94%-187.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $2,208 | $1,466+50.6% | $5,432-59.4% | $2,310-4.4% |
| Participant deferral / active EE | $4,224 | $2,208+91.3% | $4,939-14.5% | $3,537+19.4% |
| Admin fee / account holder | $37 | $69-46.8% | $13,881-99.7% | $97-62.3% |