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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Filed as: FULTON BANK, N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $134,262 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,629 | $69,823-43.2% | $76,872-48.4% | $74,460-46.8% |
| Participation rate | 95.5% | 70.0%+25.5pp | 69.6%+25.9pp | 70.7%+24.8pp |
| Annual return | 17.61% | 19.99%-2.4pp | 37.90%-20.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,836 | $2,148-14.5% | $2,533-27.5% | $2,638-30.4% |
| Participant deferral / active EE | $2,523 | $3,558-29.1% | $3,832-34.2% | $4,530-44.3% |
| Admin fee / account holder | $112 | $398-71.8% | $5,476-98.0% | $348-67.7% |