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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $12,548 |
VICTORY5+ years Filed as: VICTORY ASSET MANAGEMENT Service code 28 · EIN 22-3392423 53-1 NORTH MAIN ST. · MULLICA HILL, NJ 08062 | Investment Management | $10,041 |
TURNING POINT ASSOCIATES INC.5+ years Service code 64 · EIN 22-3761975 521 AUBURN AVENUE · SWEDESBORO, NJ 08085 | Recordkeeping Fees | $8,029 |
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 | $75,542 | $49,138+53.7% | $84,021-10.1% | $65,185+15.9% |
| Participation rate | 59.3% | 60.7%-1.5pp | 69.0%-9.8pp | 70.2%-10.9pp |
| Annual return | 19.15% | 23.00%-3.8pp | 71.32%-52.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,775 | $2,397+15.8% | $3,239-14.3% | $3,514-21.0% |
| Admin fee / account holder | $360 | $543-33.7% | $6,102-94.1% | $847-57.5% |