Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Service code 15 · EIN 23-1928421 | Recordkeeping | $25,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,312 | $62,715-70.8% | $104,301-82.4% | $66,930-72.6% |
| Participation rate | 61.2% | 59.6%+1.6pp | 73.3%-12.1pp | 69.8%-8.6pp |
| Annual return | -19.74% | -14.70%-5.0pp | 24.61%-44.4pp | 1.57%-21.3pp |
| Employer contribution / active EE | $1,166 | $1,976-41.0% | $3,373-65.4% | $2,545-54.2% |
| Participant deferral / active EE | $1,750 | $2,852-38.6% | $4,626-62.2% | $4,238-58.7% |
| Admin fee / account holder | $182 | $657-72.2% | $7,340-97.5% | $593-69.3% |