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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6+ years Filed as: FULTON BANK Service code 21 · EIN 23-3037647 | Bank Trustee | $59,093 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 52-0969822 | Actuarial | $40,860 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 14.03% | 7.89%+6.1pp | 8.01%+6.0pp | 259.14%-245.1pp |
| Employer contribution / active EE | $112,500 | $36,824+205.5% | $29,475+281.7% | $41,471+171.3% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |