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| Provider | Service type | Compensation |
|---|---|---|
VICTORY3+ years Filed as: VICTORY ASSET MANAGEMENT Service code 28 · EIN 22-3392423 1050 MANTUA PIKE · WENONAH, NJ 080901141 | Investment Management | $20,760 |
TURNING POINT ASSOCIATES INC.3+ years Service code 64 · EIN 22-3761975 521 AUBURN AVENUE · SWEDESBORO, NJ 08085 | Recordkeeping Fees | $16,419 |
GEORGE FOLLINI, JR. CPA, P.C.3+ years Service code 10 · EIN 47-1491595 100 MILL PLAIN ROAD 3RD FLOOR · DANBURY, CT 06811 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,323 | $54,541+28.9% | $78,778-10.7% | $70,126+0.3% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.1pp | 69.5%-1.5pp |
| Annual return | 16.01% | 21.07%-5.1pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,296 | $2,210+49.2% | $2,958+11.4% | $3,332-1.1% |
| Admin fee / account holder | $387 | $3,709-89.6% | $5,134-92.5% | $4,645-91.7% |