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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $23,208 |
RKL LLP4+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $9,700 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,777 | $43,504-17.8% | $68,612-47.9% | $56,287-36.4% |
| Participation rate | 44.0% | 67.8%-23.8pp | 72.2%-28.2pp | 69.9%-25.8pp |
| Annual return | -6.31% | -3.15%-3.2pp | -4.63%-1.7pp | -9.96%+3.6pp |
| Employer contribution / active EE | $151 | $1,525-90.1% | $2,625-94.2% | $2,111-92.8% |
| Participant deferral / active EE | $1,335 | $2,509-46.8% | $3,311-59.7% | $3,350-60.1% |
| Admin fee / account holder | $358 | $515-30.4% | $5,131-93.0% | $521-31.2% |