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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Filed as: FULTON FINANCIAL ADVISORS, NA Service code 15 · EIN 23-1928421 | Recordkeeping | $8,568 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,291 | $32,425+33.5% | $74,577-42.0% | $55,167-21.5% |
| Participation rate | 12.0% | 54.0%-42.0pp | 68.1%-56.1pp | 69.0%-57.0pp |
| Annual return | 24.55% | 10.63%+13.9pp | 20.47%+4.1pp | 169.23%-144.7pp |
| Employer contribution / active EE | $177 | $1,043-83.0% | $2,525-93.0% | $1,963-91.0% |
| Participant deferral / active EE | $456 | $1,995-77.2% | $3,458-86.8% | $3,054-85.1% |
| Admin fee / account holder | $330 | $748-56.0% | $4,138-92.0% | $504-34.6% |