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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $13,684 |
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,891 | $70,917-66.3% | $98,920-75.8% | $73,497-67.5% |
| Participation rate | 84.4% | 73.8%+10.6pp | 76.0%+8.4pp | 70.7%+13.8pp |
| Annual return | 16.31% | 34.18%-17.9pp | 196.47%-180.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $444 | $2,037-78.2% | $2,689-83.5% | $2,270-80.4% |
| Participant deferral / active EE | $1,917 | $3,501-45.3% | $4,245-54.8% | $3,740-48.7% |
| Admin fee / account holder | $79 | $535-85.2% | $6,643-98.8% | $513-84.5% |