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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $20,635 |
RKL LLP3+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $9,600 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,453 | $50,385-19.7% | $75,501-46.4% | $62,293-35.1% |
| Participation rate | 56.1% | 67.7%-11.6pp | 72.4%-16.2pp | 69.5%-13.4pp |
| Annual return | 16.53% | 19.90%-3.4pp | 27.35%-10.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $193 | $1,537-87.4% | $2,352-91.8% | $2,042-90.5% |
| Participant deferral / active EE | $1,927 | $2,445-21.2% | $3,142-38.7% | $3,169-39.2% |
| Admin fee / account holder | $325 | $384-15.4% | $5,801-94.4% | $479-32.2% |