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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 | $62,086+201.1% | $90,259+107.1% | $64,340+190.5% |
| Participation rate | 96.1% | 53.9%+42.2pp | 70.7%+25.4pp | 55.2%+40.9pp |
| Annual return | 9.82% | 16.73%-6.9pp | 18.88%-9.1pp | 24.14%-14.3pp |
| Employer contribution / active EE | $25,274 | $1,883+1242.4% | $2,291+1003.0% | $1,862+1257.6% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $787 | $3,317-76.3% | $7,267-89.2% | $3,703-78.7% |