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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $48,978 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $10,000 |
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 | $29,955 | $52,961-43.4% | $172,752-82.7% | $65,185-54.0% |
| Participation rate | 97.4% | 66.2%+31.2pp | 82.6%+14.8pp | 70.2%+27.2pp |
| Annual return | 18.81% | 30.12%-11.3pp | 802.97%-784.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,270 | $2,190+3.7% | $5,144-55.9% | $2,177+4.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $199 | $472-57.8% | $13,955-98.6% | $847-76.5% |