Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 16 1110 OPAL COURT · HAGERERSTOWN, MD 21740 | Consulting | $127,160 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,955 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $300 |
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 | $81,581 | $56,095+45.4% | $178,510-54.3% | $90,274-9.6% |
| Participation rate | 95.2% | 65.6%+29.6pp | 81.9%+13.3pp | 73.4%+21.8pp |
| Annual return | 44.11% | 28.81%+15.3pp | 151.13%-107.0pp | 53.97%-9.9pp |
| Employer contribution / active EE | $1,609 | $1,572+2.3% | $5,011-67.9% | $2,523-36.2% |
| Participant deferral / active EE | $5,233 | $2,669+96.1% | $5,202+0.6% | $4,231+23.7% |
| Admin fee / account holder | $36 | $101-64.0% | $13,988-99.7% | $114-68.3% |