Filed November 9, 2005 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $124,564 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $33,362 |
GROOM LAW GROUP8+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 17 · EIN 52-1219029 | Pension Consulting | $21,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,987 | $95,918-6.2% | $151,634-40.7% | $77,906+15.5% |
| Participation rate | 97.7% | 88.7%+9.0pp | 87.5%+10.2pp | 73.7%+24.0pp |
| Annual return | -17.84% | -5.50%-12.3pp | 3.32%-21.2pp | 12.16%-30.0pp |
| Employer contribution / active EE | $3,289 | $4,330-24.1% | $6,165-46.7% | $2,846+15.5% |
| Participant deferral / active EE | $6,040 | $7,508-19.5% | $8,363-27.8% | $4,805+25.7% |
| Admin fee / account holder | $41 | $93-56.1% | $11,614-99.6% | $133-69.1% |