Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Filed as: FULTON BANK Service code 21 · EIN 23-3037647 | Bank Trustee | $64,871 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 52-0969822 | Actuarial | $46,997 |
RKL LLP4 years Service code 10 · EIN 23-2108173 | Accounting | $8,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 20.46% | 10.76%+9.7pp | 10.56%+9.9pp | 13.59%+6.9pp |
| Employer contribution / active EE | $41,207 | $10,184+304.6% | $30,197+36.5% | $14,592+182.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |