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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS9+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $60,367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,042 | $80,731-5.8% | $103,374-26.4% | $74,546+2.0% |
| Participation rate | 94.4% | 65.7%+28.7pp | 74.5%+19.9pp | 67.2%+27.2pp |
| Annual return | 11.50% | 27.56%-16.1pp | 24.89%-13.4pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $3,957 | $3,158+25.3% | $3,869+2.3% | $2,624+50.8% |
| Participant deferral / active EE | $5,013 | $3,860+29.9% | $5,058-0.9% | $4,347+15.3% |
| Admin fee / account holder | $252 | $2,369-89.4% | $8,394-97.0% | $1,944-87.1% |