Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $76,479 |
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 | $111,364 | $79,181+40.6% | $102,423+8.7% | $74,429+49.6% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 12.58% | 54.97%-42.4pp | 29.42%-16.8pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,916 | $2,362-18.9% | $3,023-36.6% | $2,625-27.0% |
| Participant deferral / active EE | $6,018 | $4,416+36.3% | $5,054+19.1% | $4,348+38.4% |
| Admin fee / account holder | $637 | $2,002-68.2% | $9,455-93.3% | $1,944-67.2% |