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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 | $80,763-5.8% | $102,412-25.7% | $74,459+2.1% |
| Participation rate | 94.4% | 65.7%+28.7pp | 74.5%+19.9pp | 67.2%+27.2pp |
| Annual return | 11.50% | 27.57%-16.1pp | 24.94%-13.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $3,957 | $3,160+25.2% | $3,870+2.2% | $2,626+50.7% |
| Participant deferral / active EE | $5,013 | $3,862+29.8% | $5,060-0.9% | $4,350+15.2% |
| Admin fee / account holder | $252 | $2,371-89.4% | $8,388-97.0% | $1,945-87.1% |