Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $26,186 |
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 | $88,309 | $85,171+3.7% | $172,752-48.9% | $72,975+21.0% |
| Participation rate | 56.3% | 70.1%-13.8pp | 82.6%-26.4pp | 69.5%-13.2pp |
| Annual return | 22.67% | 27.32%-4.7pp | 802.97%-780.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $393 | $3,324-88.2% | $5,144-92.4% | $2,440-83.9% |
| Participant deferral / active EE | $2,402 | $3,260-26.3% | $5,198-53.8% | $3,608-33.4% |
| Admin fee / account holder | $454 | $5,880-92.3% | $13,955-96.7% | $5,124-91.1% |