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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS10+ years Service code 12 · EIN 23-2195389 | Claims processing; Direct payment fro... | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,332+377.5% | $107,187+257.9% | $64,097+498.4% |
| Participation rate | 99.4% | 54.4%+45.0pp | 75.0%+24.4pp | 55.2%+44.2pp |
| Annual return | 11.82% | 24.26%-12.4pp | 204.55%-192.7pp | 34.64%-22.8pp |
| Employer contribution / active EE | $24,938 | $2,501+897.0% | $3,782+559.3% | $1,891+1218.4% |
| Participant deferral / active EE | $6,917 | $3,109+122.5% | $5,096+35.7% | $3,080+124.6% |
| Admin fee / account holder | $544 | $4,314-87.4% | $9,162-94.1% | $3,454-84.3% |