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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5 years Service code 15 · EIN 23-1928421 | Recordkeeping | $36,286 |
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,830 | $93,182-59.4% | $146,647-74.2% | $79,389-52.3% |
| Participation rate | 96.8% | 76.4%+20.3pp | 80.1%+16.7pp | 70.7%+26.0pp |
| Annual return | 18.18% | 21.61%-3.4pp | 22.75%-4.6pp | 116.89%-98.7pp |
| Employer contribution / active EE | $640 | $2,420-73.6% | $4,137-84.5% | $2,428-73.6% |
| Participant deferral / active EE | $3,632 | $4,169-12.9% | $5,506-34.0% | $4,046-10.2% |
| Admin fee / account holder | $198 | $585-66.2% | $10,281-98.1% | $626-68.4% |