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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Filed as: FULTON BANK Service code 21 · EIN 23-3037647 | Bank Trustee | $71,689 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 52-0969822 | Actuarial | $49,568 |
RKL LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $8,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -7.33% | -2.92%-4.4pp | -752.26%+744.9pp | 10.56%-17.9pp |
| Employer contribution / active EE | $10,027 | $9,485+5.7% | $31,802-68.5% | $13,643-26.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |