Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Service code 15 · EIN 23-1928421 | Recordkeeping | $19,659 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,865 | $64,909-57.1% | $82,312-66.1% | $62,293-55.3% |
| Participation rate | 91.4% | 74.9%+16.5pp | 76.9%+14.5pp | 69.5%+21.9pp |
| Annual return | 16.51% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $291 | $1,676-82.6% | $2,428-88.0% | $2,042-85.8% |
| Participant deferral / active EE | $1,825 | $3,103-41.2% | $3,706-50.8% | $3,169-42.4% |
| Admin fee / account holder | $156 | $440-64.5% | $5,608-97.2% | $479-67.5% |