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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 | $67,776+175.8% | $90,312+107.0% | $65,306+186.2% |
| Participation rate | 96.1% | 58.1%+38.0pp | 72.9%+23.2pp | 57.7%+38.4pp |
| Annual return | 9.82% | 16.62%-6.8pp | 18.90%-9.1pp | 21.94%-12.1pp |
| Employer contribution / active EE | $25,274 | $2,195+1051.2% | $2,243+1027.0% | $1,967+1184.7% |
| Participant deferral / active EE | $0 | $2,641-100.0% | $3,749-100.0% | $2,959-100.0% |
| Admin fee / account holder | $787 | $3,322-76.3% | $8,248-90.5% | $3,480-77.4% |