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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Service code 15 · EIN 23-1928421 | Recordkeeping | $91,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,614 | $42,548-23.3% | $74,551-56.3% | $56,289-42.1% |
| Participation rate | 86.0% | 60.5%+25.5pp | 69.1%+16.8pp | 69.9%+16.1pp |
| Annual return | -6.70% | 12.40%-19.1pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,552 | $2,277+12.1% | $3,108-17.9% | $3,350-23.8% |
| Admin fee / account holder | $309 | $467-33.9% | $5,059-93.9% | $521-40.7% |