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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Service code 12 · EIN 23-2195389 | Custodial (securities); Float revenue... | $22,815 |
GOLDMAN SACHS4+ 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 | $72,633 | $62,267+16.6% | $110,243-34.1% | $55,725+30.3% |
| Participation rate | 89.3% | 78.1%+11.2pp | 79.8%+9.5pp | 70.9%+18.5pp |
| Annual return | 33.58% | -1.07%+34.6pp | 314.76%-281.2pp | 244.93%-211.4pp |
| Employer contribution / active EE | $1,335 | $1,941-31.3% | $3,827-65.1% | $2,078-35.8% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $72 | $121-40.1% | $8,548-99.2% | $115-37.1% |