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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $55,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,973 | $65,246+22.6% | $98,716-19.0% | $67,986+17.6% |
| Participation rate | 72.4% | 51.4%+20.9pp | 69.3%+3.1pp | 57.2%+15.1pp |
| Annual return | 14.35% | 20.58%-6.2pp | 31.81%-17.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,093 | $1,042+4.8% | $2,279-52.1% | $2,019-45.9% |
| Participant deferral / active EE | $3,938 | $2,594+51.8% | $4,048-2.7% | $3,358+17.3% |
| Admin fee / account holder | $339 | $4,561-92.6% | $8,703-96.1% | $3,203-89.4% |