Filed July 3, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $44,391 |
TROUT EBERSOLE & GROFF LLP1+ years Filed as: TROUT, EBERSOLE & GROFF, LLP Service code 10 · EIN 23-1551315 | Accounting | $18,960 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,114 | $52,884-20.4% | $84,753-50.3% | $55,167-23.7% |
| Participation rate | 86.0% | 67.5%+18.5pp | 76.6%+9.5pp | 69.0%+17.1pp |
| Annual return | -0.16% | 18.03%-18.2pp | 22.78%-22.9pp | 169.23%-169.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,993 | $2,644-24.6% | $3,712-46.3% | $3,054-34.8% |
| Admin fee / account holder | $370 | $581-36.2% | $5,333-93.1% | $504-26.5% |