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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $32,572 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,387 | $58,726-4.0% | $92,240-38.9% | $62,293-9.5% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.5%+5.6pp | 69.5%+12.6pp |
| Annual return | 12.93% | 43.62%-30.7pp | 176.29%-163.4pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,096 | $2,392-12.3% | $3,680-43.0% | $2,042+2.7% |
| Participant deferral / active EE | $2,746 | $2,766-0.7% | $3,897-29.5% | $3,169-13.3% |
| Admin fee / account holder | $39 | $556-93.1% | $5,194-99.3% | $479-92.0% |