Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $83,618 |
GARDNER RUSSO7 years Filed as: GARDNER RUSSO & GARDNER, LLC Service code 26 223 EAST CHESTNUT STREET · LANCASTER, PA 17602 | Advisory (Participants) | $25,801 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 61 S PARAMUS RD, 4TH FL · PARAMUS, NJ 07652 | Advisory (Participants) | $11,592 |
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 | $106,420 | $47,180+125.6% | $149,723-28.9% | $74,473+42.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.66% | 22.75%-2.1pp | 134.50%-113.8pp | 34.36%-13.7pp |
| Employer contribution / active EE | $5,948 | $1,907+211.9% | $4,821+23.4% | $2,638+125.5% |
| Participant deferral / active EE | $5,296 | $2,730+94.0% | $5,682-6.8% | $4,530+16.9% |
| Admin fee / account holder | $371 | $343+8.3% | $13,215-97.2% | $347+7.0% |