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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS9+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $39,008 |
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 | $78,292 | $56,438+38.7% | $76,872+1.8% | $71,511+9.5% |
| Participation rate | 31.7% | 64.3%-32.7pp | 69.6%-37.9pp | 67.9%-36.3pp |
| Annual return | 21.48% | 19.05%+2.4pp | 37.90%-16.4pp | 28.86%-7.4pp |
| Employer contribution / active EE | $92 | $1,864-95.1% | $2,533-96.4% | $2,589-96.4% |
| Participant deferral / active EE | $1,823 | $3,136-41.9% | $3,832-52.4% | $4,291-57.5% |
| Admin fee / account holder | $365 | $1,430-74.5% | $5,476-93.3% | $1,588-77.0% |