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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $23,457 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,311 | $42,546-59.3% | $71,796-75.9% | $55,167-68.6% |
| Participation rate | 78.1% | 59.1%+19.0pp | 69.1%+9.0pp | 69.0%+9.1pp |
| Annual return | 5.89% | 12.36%-6.5pp | 78.04%-72.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $828 | $2,064-59.9% | $2,794-70.4% | $3,054-72.9% |
| Admin fee / account holder | $105 | $650-83.8% | $4,815-97.8% | $504-79.1% |