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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $75,171 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,902 | $56,438+247.1% | $76,872+154.8% | $71,511+173.9% |
| Participation rate | 96.2% | 64.3%+31.9pp | 69.6%+26.6pp | 67.9%+28.3pp |
| Annual return | 10.64% | 19.05%-8.4pp | 37.90%-27.3pp | 28.86%-18.2pp |
| Employer contribution / active EE | $18,142 | $1,864+873.5% | $2,533+616.1% | $2,589+600.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $621 | $1,430-56.6% | $5,476-88.7% | $1,588-60.9% |