Filed February 4, 2025
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4 years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $52,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,269 | $50,982-11.2% | $154,803-70.8% | $85,563-47.1% |
| Participation rate | 45.6% | 59.8%-14.2pp | 78.1%-32.5pp | 66.0%-20.4pp |
| Annual return | 14.05% | 30.35%-16.3pp | 58.88%-44.8pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,431 | $1,708-16.2% | $4,305-66.8% | $2,654-46.1% |
| Participant deferral / active EE | $2,968 | $2,474+19.9% | $5,540-46.4% | $4,375-32.2% |
| Admin fee / account holder | $249 | $846-70.6% | $14,329-98.3% | $834-70.2% |