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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK, N.A Service code 28 · EIN 23-1928421 | Investment Management | $36,327 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 10.06% | 8.46%+1.6pp | 9.82%+0.2pp | 8.76%+1.3pp |
| Employer contribution / active EE | $3,645 | $11,054-67.0% | $30,322-88.0% | $16,664-78.1% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |