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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS10+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $49,227 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $13,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,183 | $55,446-40.2% | $155,574-78.7% | $74,429-55.4% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 10.93% | 269.20%-258.3pp | 64.87%-53.9pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,606 | $2,266-29.1% | $4,676-65.7% | $2,625-38.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $234 | $1,743-86.6% | $15,914-98.5% | $1,944-87.9% |