Filed July 3, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS10+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $73,588 |
RKL LLP8 years Service code 10 · EIN 23-2108173 | Accounting | $11,907 |
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 | $75,317 | $80,674-6.6% | $119,126-36.8% | $64,340+17.1% |
| Participation rate | 93.5% | 55.2%+38.3pp | 75.8%+17.8pp | 55.2%+38.3pp |
| Annual return | 11.64% | 26.86%-15.2pp | 282.11%-270.5pp | 24.14%-12.5pp |
| Employer contribution / active EE | $604 | $2,564-76.5% | $4,034-85.0% | $1,862-67.6% |
| Participant deferral / active EE | $5,067 | $3,053+65.9% | $5,318-4.7% | $2,980+70.0% |
| Admin fee / account holder | $328 | $4,559-92.8% | $10,693-96.9% | $3,703-91.2% |