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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $26,065 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,539 | $46,072-1.2% | $69,779-34.7% | $55,167-17.5% |
| Participation rate | 37.7% | 67.5%-29.7pp | 71.8%-34.1pp | 69.0%-31.3pp |
| Annual return | 8.17% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $97 | $1,500-93.6% | $2,338-95.9% | $1,963-95.1% |
| Participant deferral / active EE | $1,911 | $2,344-18.4% | $2,931-34.8% | $3,054-37.4% |
| Admin fee / account holder | $290 | $428-32.3% | $4,381-93.4% | $504-42.5% |