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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3 years Service code 15 · EIN 23-1928421 | Recordkeeping | $20,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,698 | $54,045-61.7% | $115,170-82.0% | $65,185-68.2% |
| Participation rate | 47.5% | 63.5%-16.1pp | 75.9%-28.4pp | 70.2%-22.7pp |
| Annual return | 24.76% | 26.55%-1.8pp | 35.60%-10.8pp | 29.38%-4.6pp |
| Employer contribution / active EE | $863 | $1,653-47.8% | $3,179-72.9% | $2,177-60.4% |
| Participant deferral / active EE | $1,603 | $2,504-36.0% | $4,169-61.6% | $3,514-54.4% |
| Admin fee / account holder | $185 | $626-70.4% | $7,089-97.4% | $847-78.2% |