Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS7 years Service code 15 · EIN 23-1928421 | Recordkeeping | $27,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,967 | $65,435-54.2% | $86,677-65.4% | $66,914-55.2% |
| Participation rate | 95.3% | 75.5%+19.9pp | 76.6%+18.8pp | 69.8%+25.5pp |
| Annual return | -16.71% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,345 | $2,153+8.9% | $2,836-17.3% | $2,544-7.8% |
| Participant deferral / active EE | $2,191 | $4,100-46.6% | $4,656-52.9% | $4,237-48.3% |
| Admin fee / account holder | $32 | $642-95.0% | $7,493-99.6% | $593-94.6% |