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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Service code 15 · EIN 23-1928421 | Recordkeeping | $18,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,845 | $46,173-72.2% | $170,435-92.5% | $69,631-81.6% |
| Participation rate | 21.1% | 63.9%-42.8pp | 83.6%-62.5pp | 70.7%-49.5pp |
| Annual return | 22.54% | 21.62%+0.9pp | 205.94%-183.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $256 | $1,610-84.1% | $5,432-95.3% | $2,032-87.4% |
| Participant deferral / active EE | $373 | $2,080-82.1% | $4,939-92.4% | $3,224-88.4% |
| Admin fee / account holder | $79 | $116-32.3% | $13,881-99.4% | $110-28.9% |