Filed May 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS2 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $32,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,379 | $52,953-29.4% | $172,739-78.4% | $65,185-42.7% |
| Participation rate | 61.6% | 66.2%-4.6pp | 82.6%-21.0pp | 70.2%-8.6pp |
| Annual return | 22.95% | 30.12%-7.2pp | 802.84%-779.9pp | 29.38%-6.4pp |
| Employer contribution / active EE | $873 | $2,190-60.1% | $5,143-83.0% | $2,177-59.9% |
| Participant deferral / active EE | $1,602 | $2,471-35.1% | $5,198-69.2% | $3,514-54.4% |
| Admin fee / account holder | $196 | $472-58.5% | $13,954-98.6% | $847-76.9% |