Filed February 4, 2025
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $17,627 |
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 | $28,960 | $46,292-37.4% | $143,757-79.9% | $64,808-55.3% |
| Participation rate | 49.8% | 64.2%-14.4pp | 80.3%-30.5pp | 71.5%-21.6pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $911 | $1,910-52.3% | $4,951-81.6% | $2,506-63.6% |
| Participant deferral / active EE | $2,662 | $2,646+0.6% | $5,637-52.8% | $4,310-38.2% |
| Admin fee / account holder | $241 | $154+56.9% | $14,673-98.4% | $188+28.5% |