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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS9 years Service code 15 · EIN 23-1928421 | Recordkeeping | $55,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,079 | $66,098-12.1% | $101,794-42.9% | $74,304-21.8% |
| Participation rate | 83.8% | 53.8%+30.0pp | 69.2%+14.6pp | 60.3%+23.5pp |
| Annual return | 12.73% | 19.59%-6.9pp | 30.53%-17.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,088 | $2,781+47.0% | $4,084+0.1% | $3,767+8.5% |
| Admin fee / account holder | $397 | $4,146-90.4% | $8,777-95.5% | $2,969-86.6% |