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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $63,862 |
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 | $159,803 | $93,598+70.7% | $135,974+17.5% | $75,173+112.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.61% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $5,632 | $3,538+59.2% | $4,859+15.9% | $2,671+110.9% |
| Participant deferral / active EE | $8,837 | $6,405+38.0% | $7,760+13.9% | $4,126+114.2% |
| Admin fee / account holder | $335 | $6,978-95.2% | $10,767-96.9% | $5,651-94.1% |