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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS7 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $8,735 |
17 funds of $250K or more; 19 lines in all, holding $27.8M of the plan's $27.9M. From the 2024 filing. Recordkeeper: Fulton Financial Advisors.
Target-date series: T. Rowe Price Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $4.2M | 15.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 12.1% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund | $3.1M | 11.3% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $2.7M | 9.7% |
| Vanguard Health Care Fund Investor Shares Vanguard · Mutual fund | $2.4M | 8.6% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $2.2M | 8.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 7.9% |
| Fidelity Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $1.5M | 5.3% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $1.2M | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.3% |
See the other 9 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,201 | $80,724+81.1% | $103,333+41.5% | $74,495+96.3% |
| Participation rate | 77.4% | 65.7%+11.8pp | 74.5%+2.9pp | 67.2%+10.2pp |
| Annual return | 12.53% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $808 | $3,157-74.4% | $3,868-79.1% | $2,623-69.2% |
| Participant deferral / active EE | $4,190 | $3,860+8.6% | $5,057-17.1% | $4,346-3.6% |
| Admin fee / account holder | $46 | $2,368-98.1% | $8,355-99.5% | $1,942-97.6% |