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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $103,397 |
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 | $42,783 | $55,790-23.3% | $76,657-44.2% | $67,579-36.7% |
| Participation rate | 81.1% | 71.1%+10.0pp | 72.1%+9.0pp | 71.3%+9.8pp |
| Annual return | 24.36% | 64.45%-40.1pp | 1166.74%-1142.4pp | 378.56%-354.2pp |
| Employer contribution / active EE | $673 | $1,810-62.8% | $2,303-70.8% | $2,148-68.7% |
| Participant deferral / active EE | $2,354 | $2,875-18.1% | $3,335-29.4% | $3,539-33.5% |
| Admin fee / account holder | $97 | $159-38.9% | $6,423-98.5% | $142-31.7% |