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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4 years Service code 15 · EIN 23-1928421 | Recordkeeping | $71,440 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN PLUS Service code 10 · EIN 26-1644159 | Accounting | $13,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,589 | $62,409+162.1% | $120,574+35.7% | $74,459+119.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 14.03% | 18.62%-4.6pp | 107.42%-93.4pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $9,556 | $1,847+417.5% | $3,471+175.3% | $2,626+263.9% |
| Participant deferral / active EE | $3,731 | $2,888+29.2% | $4,996-25.3% | $4,350-14.2% |
| Admin fee / account holder | $541 | $2,394-77.4% | $9,445-94.3% | $1,945-72.2% |