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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS10+ years Service code 12 · EIN 23-2195389 | Direct payment from the plan; Investm... | $134,399 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1 year Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $0 |
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS ASSET , L.P. Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 | Investment Management | $0 |
HARBOR8 years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
PGIM INVESTMENTS8 years Filed as: PGIM INVESTMENTS LLC Service code 28 ONE SEAPORT PLAZA · NEW YORK, NY 10292 | Investment Management | $0 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,584 | $83,843+357.5% | $123,973+209.4% | $65,306+487.4% |
| Participation rate | 99.4% | 56.0%+43.4pp | 76.7%+22.8pp | 57.7%+41.7pp |
| Annual return | 11.82% | 19.87%-8.1pp | 388.13%-376.3pp | 21.94%-10.1pp |
| Employer contribution / active EE | $24,938 | $2,873+768.0% | $4,126+504.4% | $1,967+1167.6% |
| Participant deferral / active EE | $6,917 | $2,997+130.8% | $5,247+31.8% | $2,959+133.7% |
| Admin fee / account holder | $544 | $4,735-88.5% | $11,799-95.4% | $3,480-84.4% |