Filed February 25, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $28,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,791 | $55,453-6.6% | $170,435-69.6% | $62,293-16.9% |
| Participation rate | 39.9% | 66.4%-26.5pp | 83.6%-43.7pp | 69.5%-29.6pp |
| Annual return | 18.38% | 21.38%-3.0pp | 205.94%-187.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $443 | $2,164-79.5% | $5,432-91.8% | $2,042-78.3% |
| Participant deferral / active EE | $1,271 | $2,303-44.8% | $4,939-74.3% | $3,169-59.9% |
| Admin fee / account holder | $262 | $455-42.5% | $13,881-98.1% | $479-45.4% |