Filed February 25, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $3,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,959 | $46,360-7.3% | $147,617-70.9% | $52,331-17.9% |
| Participation rate | 34.6% | 64.9%-30.3pp | 84.6%-50.0pp | 68.1%-33.5pp |
| Annual return | 0.54% | 1.62%-1.1pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $210 | $2,126-90.1% | $5,564-96.2% | $1,882-88.8% |
| Participant deferral / active EE | $1,113 | $2,258-50.7% | $4,895-77.3% | $3,022-63.2% |
| Admin fee / account holder | $249 | $766-67.5% | $11,612-97.9% | $592-57.9% |