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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $27,690 |
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.
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 | $62,739 | $84,236-25.5% | $170,435-63.2% | $70,126-10.5% |
| Participation rate | 65.9% | 70.8%-4.9pp | 83.6%-17.7pp | 69.5%-3.7pp |
| Annual return | 16.64% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $339 | $3,387-90.0% | $5,432-93.8% | $2,343-85.5% |
| Participant deferral / active EE | $1,929 | $3,086-37.5% | $4,939-60.9% | $3,332-42.1% |
| Admin fee / account holder | $342 | $5,698-94.0% | $13,881-97.5% | $4,645-92.6% |