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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $31,740 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,315 | $50,666+19.0% | $76,817-21.5% | $65,185-7.5% |
| Participation rate | 46.4% | 68.8%-22.4pp | 72.1%-25.7pp | 70.2%-23.8pp |
| Annual return | 30.22% | 28.51%+1.7pp | 1166.11%-1135.9pp | 29.38%+0.8pp |
| Employer contribution / active EE | $128 | $1,575-91.9% | $2,302-94.4% | $2,177-94.1% |
| Participant deferral / active EE | $2,628 | $2,647-0.7% | $3,336-21.2% | $3,514-25.2% |
| Admin fee / account holder | $357 | $463-23.0% | $6,420-94.4% | $847-57.9% |