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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $29,478 |
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 | $56,162 | $52,884+6.2% | $84,753-33.7% | $55,167+1.8% |
| Participation rate | 74.1% | 67.5%+6.6pp | 76.6%-2.5pp | 69.0%+5.1pp |
| Annual return | 9.45% | 18.03%-8.6pp | 22.78%-13.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,028 | $2,233-54.0% | $3,574-71.2% | $1,963-47.6% |
| Participant deferral / active EE | $2,448 | $2,644-7.4% | $3,712-34.1% | $3,054-19.8% |
| Admin fee / account holder | $62 | $581-89.3% | $5,333-98.8% | $504-87.6% |