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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 12 · EIN 23-2195389 | Direct payment from the plan; Investm... | $22,819 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,702 | $57,096-34.0% | $94,229-60.0% | $55,191-31.7% |
| Participation rate | 95.9% | 75.7%+20.2pp | 78.8%+17.1pp | 69.2%+26.7pp |
| Annual return | 1.32% | 159.65%-158.3pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,146 | $1,708-32.9% | $3,587-68.0% | $1,899-39.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $72 | $89-19.6% | $6,269-98.9% | $91-21.0% |