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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $155,020 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,812 | $47,456-56.1% | $172,739-88.0% | $77,787-73.2% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.6pp | 73.2%+22.0pp |
| Annual return | 12.76% | 35.57%-22.8pp | 802.84%-790.1pp | 32.57%-19.8pp |
| Employer contribution / active EE | $988 | $1,574-37.2% | $5,143-80.8% | $2,504-60.5% |
| Participant deferral / active EE | $1,393 | $2,560-45.6% | $5,198-73.2% | $3,967-64.9% |
| Admin fee / account holder | $59 | $81-27.0% | $13,954-99.6% | $100-41.0% |