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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-3037647 | Recordkeeping | $53,408 |
CALVERT2 years Filed as: CALVERT RESEARCH AND Service code 28 4550 MONTGOMERY AVE. SUITE 1000N. · BETHESDA, MD 20814 | Investment Management | $0 |
CALVERT2 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET , L.P. Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 PO BOX 55824 · BOSTON, MA 02205 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,850 | $65,376-20.7% | $87,100-40.5% | $65,185-20.5% |
| Participation rate | 84.7% | 75.3%+9.4pp | 76.9%+7.9pp | 70.2%+14.5pp |
| Annual return | 36.31% | 31.27%+5.0pp | 28.19%+8.1pp | 29.38%+6.9pp |
| Employer contribution / active EE | $955 | $1,822-47.6% | $2,521-62.1% | $2,177-56.1% |
| Participant deferral / active EE | $3,615 | $3,388+6.7% | $4,049-10.7% | $3,514+2.9% |
| Admin fee / account holder | $247 | $520-52.4% | $7,497-96.7% | $847-70.8% |