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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $73,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,669 | $73,532-20.2% | $178,540-67.1% | $74,459-21.2% |
| Participation rate | 87.9% | 66.6%+21.3pp | 77.1%+10.8pp | 67.2%+20.7pp |
| Annual return | 14.17% | 17.51%-3.3pp | 27.15%-13.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,665 | $2,221-25.1% | $3,953-57.9% | $2,626-36.6% |
| Participant deferral / active EE | $3,414 | $4,519-24.5% | $6,281-45.6% | $4,350-21.5% |
| Admin fee / account holder | $336 | $1,813-81.5% | $10,424-96.8% | $1,945-82.7% |