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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $121,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,727 | $56,503-35.0% | $69,884-47.4% | $64,819-43.3% |
| Participation rate | 73.0% | 70.5%+2.5pp | 70.5%+2.5pp | 71.5%+1.5pp |
| Annual return | -16.95% | -13.44%-3.5pp | 190.81%-207.8pp | 32.84%-49.8pp |
| Employer contribution / active EE | $641 | $2,046-68.7% | $2,560-75.0% | $2,507-74.4% |
| Participant deferral / active EE | $2,302 | $3,389-32.1% | $3,848-40.2% | $4,311-46.6% |
| Admin fee / account holder | $98 | $160-38.6% | $6,266-98.4% | $188-47.6% |