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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $40,620 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $9,781 |
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 | $21,005 | $46,360-54.7% | $147,617-85.8% | $52,331-59.9% |
| Participation rate | 98.2% | 64.9%+33.3pp | 84.6%+13.6pp | 68.1%+30.1pp |
| Annual return | -1.65% | 1.62%-3.3pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,008 | $2,126-5.6% | $5,564-63.9% | $1,882+6.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $186 | $766-75.8% | $11,612-98.4% | $592-68.6% |