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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $1,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,324 | $42,548-78.1% | $74,549-87.5% | $56,287-83.4% |
| Participation rate | 42.7% | 60.5%-17.8pp | 69.1%-26.5pp | 69.9%-27.2pp |
| Annual return | -6.39% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $594 | $855-30.5% | $1,961-69.7% | $2,111-71.8% |
| Participant deferral / active EE | $126 | $2,277-94.5% | $3,108-95.9% | $3,350-96.2% |
| Admin fee / account holder | $19 | $467-95.9% | $5,059-99.6% | $521-96.4% |