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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Service code 15 · EIN 23-1928421 | Recordkeeping | $4,919 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,142 | $66,319-65.1% | $93,621-75.3% | $65,186-64.5% |
| Participation rate | 84.4% | 74.0%+10.4pp | 75.8%+8.5pp | 70.2%+14.2pp |
| Annual return | 15.68% | 42.59%-26.9pp | 32.76%-17.1pp | 29.39%-13.7pp |
| Employer contribution / active EE | $469 | $2,013-76.7% | $2,719-82.8% | $2,177-78.5% |
| Participant deferral / active EE | $2,009 | $3,343-39.9% | $4,070-50.6% | $3,514-42.8% |
| Admin fee / account holder | $132 | $6,900-98.1% | $7,890-98.3% | $847-84.4% |