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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 12 · EIN 23-2195389 | Float revenue; Custodial (securities)... | $80,412 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
GOLDMAN SACHS2+ 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 COMPANY2+ 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)2+ years Service code 28 4301 WILSON BLVD · ARLINGTON, VA 222031867 | Investment Management | $0 |
RIDGEWORTH2+ years Filed as: RIDGEWORTH INVESTMENTS Service code 28 3333 PIEDMONT ROAD NE, SUITE 1500 · ATLANTA, GA 30305 | Investment Management | $0 |
VICTORY2+ 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.)
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 | $309,021 | $58,726+426.2% | $92,239+235.0% | $62,293+396.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.87% | 43.62%-28.7pp | 176.29%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $21,154 | $2,392+784.4% | $3,680+474.9% | $2,042+935.8% |
| Participant deferral / active EE | $5,195 | $2,766+87.8% | $3,897+33.3% | $3,169+63.9% |
| Admin fee / account holder | $534 | $556-4.0% | $5,194-89.7% | $479+11.4% |