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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 | $17,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,765 | $46,297-22.7% | $71,671-50.1% | $62,293-42.6% |
| Participation rate | 29.5% | 60.6%-31.2pp | 68.7%-39.3pp | 69.5%-40.0pp |
| Annual return | 18.02% | 22.32%-4.3pp | 20.65%-2.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $473 | $2,235-78.8% | $3,438-86.2% | $3,169-85.1% |
| Admin fee / account holder | $245 | $461-46.8% | $5,558-95.6% | $479-48.9% |