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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 12 · EIN 23-2195389 | Investment management fees paid direc... | $73,901 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 PO BOX 55824 · BOSTON, MA 02205 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL MANAGEMENT CORP Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: PRUDENTIAL INVESTMENTS LLC Service code 28 · EIN 22-3703799 | Investment Management | $0 |
RE ADVISERS CORP (DC)1+ years Service code 28 4301 WILSON BLVD · ARLINGTON, VA 222031867 | Investment Management | $0 |
RIDGEWORTH1+ years Filed as: RIDGEWORTH INVESTMENTS Service code 28 3333 PIEDMONT ROAD NE, SUITE 1500 · ATLANTA, GA 30305 | Investment Management | $0 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | 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 | $279,594 | $52,884+428.7% | $84,753+229.9% | $55,167+406.8% |
| Participation rate | 99.1% | 67.5%+31.5pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 1.61% | 18.03%-16.4pp | 22.78%-21.2pp | 169.23%-167.6pp |
| Employer contribution / active EE | $20,179 | $2,233+803.5% | $3,574+464.5% | $1,963+928.2% |
| Participant deferral / active EE | $5,019 | $2,644+89.9% | $3,712+35.2% | $3,054+64.3% |
| Admin fee / account holder | $472 | $581-18.8% | $5,333-91.2% | $504-6.4% |