Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $60,268 |
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 | $140,371 | $82,678+69.8% | $125,391+11.9% | $68,490+104.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.43% | -5.97%-7.5pp | 572.41%-585.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $4,993 | $3,382+47.6% | $4,816+3.7% | $2,597+92.3% |
| Participant deferral / active EE | $8,010 | $6,111+31.1% | $7,448+7.5% | $4,028+98.9% |
| Admin fee / account holder | $314 | $6,277-95.0% | $10,009-96.9% | $5,403-94.2% |