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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Service code 12 · EIN 23-2195389 | Direct payment from the plan; Float r... | $23,487 |
GOLDMAN SACHS3+ 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 | $55,796 | $71,666-22.1% | $117,861-52.7% | $69,631-19.9% |
| Participation rate | 95.8% | 77.5%+18.3pp | 79.7%+16.2pp | 70.7%+25.1pp |
| Annual return | 37.22% | 18.86%+18.4pp | 335.11%-297.9pp | 27571.02%-27533.8pp |
| Employer contribution / active EE | $1,338 | $1,889-29.1% | $3,786-64.7% | $2,032-34.1% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $74 | $120-38.2% | $8,021-99.1% | $110-32.7% |