Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8 years Service code 15 · EIN 23-1928421 | Recordkeeping | $22,345 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,187 | $76,050-52.4% | $96,544-62.5% | $71,457-49.4% |
| Participation rate | 82.8% | 74.4%+8.4pp | 76.0%+6.9pp | 67.9%+14.9pp |
| Annual return | 17.48% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $958 | $2,244-57.3% | $2,965-67.7% | $2,588-63.0% |
| Participant deferral / active EE | $2,235 | $4,215-47.0% | $4,851-53.9% | $4,289-47.9% |
| Admin fee / account holder | $154 | $2,707-94.3% | $8,252-98.1% | $1,587-90.3% |