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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Filed as: FULTON FINANCIAL ADVISORS, NA Service code 15 · EIN 23-1928421 | Recordkeeping | $10,164 |
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.)
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 | $53,122 | $36,767+44.5% | $81,473-34.8% | $62,293-14.7% |
| Participation rate | 9.9% | 54.4%-44.6pp | 68.0%-58.1pp | 69.5%-59.7pp |
| Annual return | 21.78% | 173.80%-152.0pp | 38.78%-17.0pp | 28.90%-7.1pp |
| Employer contribution / active EE | $195 | $1,128-82.7% | $2,568-92.4% | $2,042-90.5% |
| Participant deferral / active EE | $649 | $2,111-69.2% | $3,537-81.6% | $3,169-79.5% |
| Admin fee / account holder | $372 | $797-53.3% | $4,561-91.8% | $479-22.3% |