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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $48,395 |
BAKER TILLY US, LLP1 year Service code 16 · EIN 39-0859910 | Consulting | $10,300 |
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 | $31,168 | $58,888-47.1% | $178,499-82.5% | $73,493-57.6% |
| Participation rate | 97.4% | 66.2%+31.1pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 11.77% | 24.86%-13.1pp | 151.10%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,621 | $2,236-27.5% | $5,011-67.6% | $2,270-28.6% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $200 | $400-50.0% | $13,986-98.6% | $513-61.0% |