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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS8 years Service code 15 · EIN 23-1928421 | Recordkeeping | $33,268 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,156 | $62,393-48.5% | $120,580-73.3% | $74,478-56.8% |
| Participation rate | 72.2% | 56.8%+15.4pp | 72.0%+0.2pp | 67.2%+5.0pp |
| Annual return | 15.65% | 18.61%-3.0pp | 107.48%-91.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,885 | $1,845+2.2% | $3,469-45.7% | $2,626-28.2% |
| Participant deferral / active EE | $3,081 | $2,886+6.8% | $4,995-38.3% | $4,350-29.2% |
| Admin fee / account holder | $282 | $2,396-88.2% | $9,418-97.0% | $1,946-85.5% |