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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 | $21,363 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,318 | $43,133-80.7% | $89,435-90.7% | $73,497-88.7% |
| Participation rate | 93.0% | 55.0%+38.0pp | 68.0%+25.0pp | 70.7%+22.3pp |
| Annual return | 13.09% | 135.66%-122.6pp | 245.55%-232.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $518 | $1,438-63.9% | $2,587-80.0% | $2,270-77.2% |
| Participant deferral / active EE | $192 | $2,445-92.2% | $3,890-95.1% | $3,740-94.9% |
| Admin fee / account holder | $88 | $444-80.1% | $4,884-98.2% | $513-82.8% |