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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $96,542 |
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 | $36,018 | $53,925-33.2% | $75,501-52.3% | $69,631-48.3% |
| Participation rate | 89.2% | 71.2%+18.0pp | 72.4%+16.9pp | 70.7%+18.5pp |
| Annual return | 18.22% | 17.84%+0.4pp | 27.35%-9.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $707 | $1,802-60.8% | $2,352-69.9% | $2,032-65.2% |
| Participant deferral / active EE | $2,278 | $2,569-11.3% | $3,142-27.5% | $3,224-29.3% |
| Admin fee / account holder | $80 | $97-17.3% | $5,801-98.6% | $110-27.3% |