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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $51,528 |
BAKER TILLY US, LLP3 years Service code 16 · EIN 39-0859910 | Consulting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,132 | $65,092-52.2% | $143,799-78.4% | $66,938-53.5% |
| Participation rate | 96.8% | 65.2%+31.5pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -16.08% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $859 | $2,362-63.6% | $4,952-82.6% | $2,545-66.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $240 | $502-52.3% | $14,677-98.4% | $594-59.6% |