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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6+ years Service code 12 · EIN 23-2195389 | Claims processing; Investment managem... | $28,405 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,889 | $78,419+7.0% | $133,978-37.4% | $73,412+14.3% |
| Participation rate | 88.7% | 78.6%+10.1pp | 79.8%+8.9pp | 72.2%+16.5pp |
| Annual return | 6.62% | 33.35%-26.7pp | 45.10%-38.5pp | 59.30%-52.7pp |
| Employer contribution / active EE | $1,390 | $2,044-32.0% | $3,919-64.5% | $2,234-37.8% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $78 | $161-51.5% | $8,930-99.1% | $158-50.4% |