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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $26,420 |
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 | $63,771 | $75,962-16.0% | $154,108-58.6% | $64,173-0.6% |
| Participation rate | 58.2% | 70.4%-12.2pp | 83.0%-24.8pp | 69.6%-11.3pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $242 | $3,350-92.8% | $5,298-95.4% | $2,381-89.8% |
| Participant deferral / active EE | $1,788 | $3,175-43.7% | $5,081-64.8% | $3,470-48.5% |
| Admin fee / account holder | $357 | $5,589-93.6% | $13,411-97.3% | $4,887-92.7% |