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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $45,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,695 | $69,383-3.9% | $101,271-34.1% | $73,493-9.2% |
| Participation rate | 90.6% | 68.4%+22.3pp | 75.8%+14.8pp | 70.7%+19.9pp |
| Annual return | 18.11% | 18.46%-0.4pp | 46.48%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $4,068 | $2,628+54.8% | $3,660+11.1% | $2,270+79.2% |
| Participant deferral / active EE | $4,088 | $3,301+23.9% | $4,371-6.5% | $3,740+9.3% |
| Admin fee / account holder | $284 | $704-59.7% | $5,948-95.2% | $513-44.7% |