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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $92,938 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,311 | $50,106-43.5% | $69,779-59.4% | $57,658-50.9% |
| Participation rate | 91.8% | 70.9%+20.9pp | 71.8%+19.9pp | 70.2%+21.5pp |
| Annual return | 8.33% | 14.58%-6.3pp | 12.99%-4.7pp | 5.13%+3.2pp |
| Employer contribution / active EE | $582 | $1,739-66.5% | $2,338-75.1% | $1,974-70.5% |
| Participant deferral / active EE | $1,858 | $2,486-25.2% | $2,931-36.6% | $3,061-39.3% |
| Admin fee / account holder | $81 | $89-9.6% | $4,381-98.2% | $95-14.7% |