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 | $60,188 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,147 |
LIGHTHOUSE FINANCIAL ADVISORS3+ years Service code 16 164 W. MAIN STREET · NEW MARKET, MD 21774 | Consulting | $13,237 |
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 |
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 | $58,581 | $47,456+23.4% | $172,757-66.1% | $77,775-24.7% |
| Participation rate | 96.4% | 66.3%+30.2pp | 82.6%+13.8pp | 73.2%+23.2pp |
| Annual return | 21.86% | 35.57%-13.7pp | 803.06%-781.2pp | 32.58%-10.7pp |
| Employer contribution / active EE | $2,391 | $1,574+51.9% | $5,144-53.5% | $2,504-4.5% |
| Participant deferral / active EE | $4,650 | $2,560+81.7% | $5,198-10.5% | $3,966+17.3% |
| Admin fee / account holder | $24 | $81-70.3% | $13,956-99.8% | $100-76.0% |