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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $70,387 |
Filed as: BELFINT, LYONS & SHUMAN, P.A Service code 10 · EIN 51-0232399 | Accounting | $15,000 |
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 | $190,968 | $102,422+86.5% | $147,117+29.8% | $80,959+135.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 13.03% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $6,551 | $3,717+76.2% | $4,932+32.8% | $2,757+137.6% |
| Participant deferral / active EE | $9,629 | $6,652+44.7% | $8,065+19.4% | $4,300+123.9% |
| Admin fee / account holder | $530 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |