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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $82,204 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $13,016 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 22 · EIN 35-0472300 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,937 | $63,904+192.5% | $89,340+109.2% | $67,986+175.0% |
| Participation rate | 96.1% | 54.3%+41.8pp | 69.6%+26.5pp | 57.2%+38.9pp |
| Annual return | 9.82% | 18.09%-8.3pp | 20.57%-10.8pp | 31.67%-21.8pp |
| Employer contribution / active EE | $25,274 | $1,627+1453.0% | $2,231+1032.7% | $2,019+1152.0% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $787 | $3,315-76.3% | $6,704-88.3% | $3,203-75.4% |