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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $25,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,864 | $46,732+23.8% | $156,551-63.0% | $55,167+4.9% |
| Participation rate | 63.0% | 65.8%-2.8pp | 84.0%-21.1pp | 69.0%-6.0pp |
| Annual return | 9.66% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $296 | $2,105-85.9% | $5,501-94.6% | $1,963-84.9% |
| Participant deferral / active EE | $1,679 | $2,204-23.8% | $4,871-65.5% | $3,054-45.0% |
| Admin fee / account holder | $281 | $418-32.8% | $13,028-97.8% | $504-44.2% |