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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $2,507 |
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 | $10,918 | $106,905-89.8% | $84,020-87.0% | $152,885-92.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 21.72% | 105.00%-83.3pp | 71.31%-49.6pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,361 | $2,735+22.9% | $1,984+69.5% | $4,763-29.4% |
| Participant deferral / active EE | $760 | $4,012-81.0% | $3,239-76.5% | $5,851-87.0% |
| Admin fee / account holder | $33 | $8,287-99.6% | $6,101-99.5% | $11,598-99.7% |