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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $38,753 |
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 | $64,550 | $55,449+16.4% | $83,830-23.0% | $56,287+14.7% |
| Participation rate | 86.8% | 68.0%+18.8pp | 76.1%+10.6pp | 69.9%+16.9pp |
| Annual return | 9.97% | -1.38%+11.3pp | 850.97%-841.0pp | -9.96%+19.9pp |
| Employer contribution / active EE | $3,572 | $2,430+47.0% | $3,631-1.6% | $2,111+69.2% |
| Participant deferral / active EE | $3,213 | $2,935+9.5% | $4,082-21.3% | $3,350-4.1% |
| Admin fee / account holder | $19 | $656-97.1% | $5,479-99.6% | $521-96.3% |