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| Provider | Service type | Compensation |
|---|---|---|
VICTORY4+ years Filed as: VICTORY ASSET MANAGEMENT Service code 28 · EIN 22-3392423 53-1 NORTH MAIN ST. · MULLICA HILL, NJ 08062 | Investment Management | $22,733 |
TURNING POINT ASSOCIATES INC.4+ years Service code 64 · EIN 22-3761975 521 AUBURN AVENUE · SWEDESBORO, NJ 08085 | Recordkeeping Fees | $18,758 |
GEORGE FOLLINI, JR. CPA, P.C.4+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,022 | $50,947+39.4% | $74,551-4.7% | $64,173+10.7% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.0pp | 69.6%-7.5pp |
| Annual return | -5.91% | -1.85%-4.1pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $645 | $1,115-42.2% | $1,961-67.1% | $2,381-72.9% |
| Participant deferral / active EE | $3,292 | $2,302+43.0% | $3,108+5.9% | $3,470-5.1% |
| Admin fee / account holder | $494 | $4,221-88.3% | $5,059-90.2% | $4,887-89.9% |