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 | $84,410 |
LIGHTHOUSE FINANCIAL ADVISORS2+ years Service code 16 164 W. MAIN STREET · NEW MARKET, MD 21774 | Consulting | $52,505 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,855 |
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 | $46,308 | $45,382+2.0% | $154,110-70.0% | $75,289-38.5% |
| Participation rate | 97.1% | 65.9%+31.2pp | 83.0%+14.1pp | 72.4%+24.7pp |
| Annual return | -4.77% | -0.47%-4.3pp | 735.22%-740.0pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,434 | $1,533+58.8% | $5,298-54.1% | $2,405+1.2% |
| Participant deferral / active EE | $4,684 | $2,384+96.5% | $5,081-7.8% | $3,739+25.3% |
| Admin fee / account holder | $38 | $89-57.2% | $13,412-99.7% | $102-62.7% |