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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $39,114 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $9,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,409 | $46,732-52.0% | $156,551-85.7% | $55,167-59.4% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.3pp |
| Annual return | 7.00% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,980 | $2,105-6.0% | $5,501-64.0% | $1,963+0.9% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $175 | $418-58.1% | $13,028-98.7% | $504-65.2% |