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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $76,485 |
BUCKNO LISICKY & COMPANY2 years Service code 10 · EIN 23-2426656 | Accounting | $32,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442 | $174,379-99.7% | $152,093-99.7% | $138,895-99.7% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 5.65% | 74.86%-69.2pp | 66.36%-60.7pp | 145.39%-139.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $109,475 | $16,880+548.5% | $14,497+655.2% | $12,562+771.5% |