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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS9+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $49,136 |
BAKER TILLY US, LLP4 years Service code 16 · EIN 39-0859910 | Consulting | $12,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,110 | $61,356-49.3% | $149,696-79.2% | $71,511-56.5% |
| Participation rate | 97.3% | 62.5%+34.8pp | 78.8%+18.5pp | 67.9%+29.3pp |
| Annual return | 14.36% | 35.86%-21.5pp | 134.46%-120.1pp | 28.86%-14.5pp |
| Employer contribution / active EE | $965 | $2,382-59.5% | $4,821-80.0% | $2,589-62.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $223 | $1,263-82.3% | $13,212-98.3% | $1,588-85.9% |