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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS7 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $149,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,608 | $66,486-26.9% | $81,370-40.3% | $77,762-37.5% |
| Participation rate | 95.0% | 68.7%+26.3pp | 69.5%+25.5pp | 70.6%+24.4pp |
| Annual return | 21.26% | 15.95%+5.3pp | 24.85%-3.6pp | 31.27%-10.0pp |
| Employer contribution / active EE | $798 | $2,158-63.0% | $2,464-67.6% | $2,728-70.7% |
| Participant deferral / active EE | $2,901 | $3,677-21.1% | $3,885-25.3% | $4,651-37.6% |
| Admin fee / account holder | $222 | $586-62.1% | $5,749-96.1% | $433-48.8% |