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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $19,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,966 | $64,119+1.3% | $112,228-42.1% | $66,914-2.9% |
| Participation rate | 51.4% | 68.5%-17.1pp | 75.1%-23.7pp | 69.8%-18.4pp |
| Annual return | -11.23% | -13.81%+2.6pp | 27.45%-38.7pp | 1.58%-12.8pp |
| Employer contribution / active EE | $325 | $3,005-89.2% | $3,635-91.1% | $2,544-87.2% |
| Participant deferral / active EE | $2,313 | $3,693-37.4% | $4,728-51.1% | $4,237-45.4% |
| Admin fee / account holder | $285 | $625-54.5% | $6,410-95.6% | $593-52.0% |