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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS10+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $45,036 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,200 | $62,177+64.4% | $81,370+25.6% | $74,478+37.2% |
| Participation rate | 36.5% | 64.1%-27.5pp | 69.5%-33.0pp | 67.2%-30.7pp |
| Annual return | 16.28% | 16.62%-0.3pp | 24.85%-8.6pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $86 | $1,881-95.4% | $2,464-96.5% | $2,626-96.7% |
| Participant deferral / active EE | $1,882 | $3,219-41.5% | $3,885-51.6% | $4,350-56.7% |
| Admin fee / account holder | $479 | $1,927-75.1% | $5,749-91.7% | $1,946-75.4% |