Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 12 · EIN 23-2195389 | Investment advisory (plan); Other fee... | $24,181 |
GOLDMAN SACHS2+ 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 | $41,093 | $107,378-61.7% | $108,582-62.2% | $57,658-28.7% |
| Participation rate | 95.9% | 77.1%+18.8pp | 79.6%+16.4pp | 70.2%+25.7pp |
| Annual return | 12.25% | 12.80%-0.5pp | -51.70%+63.9pp | 5.13%+7.1pp |
| Employer contribution / active EE | $1,237 | $1,782-30.6% | $3,758-67.1% | $1,974-37.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $76 | $108-30.1% | $7,645-99.0% | $95-19.8% |