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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.4 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $26,332 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,991 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
4 funds hold $11.0M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Level 2 Level 3 Total Assets at fair value Manager not matched · Mutual fund | $6.0M | 54.1% |
| Collective trust funds measured at NAV practical expedient Manager not matched · Collective trust | $2.4M | 21.7% |
| Variable Annuities Manager not matched · Other | $1.8M | 16.6% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $841K | 7.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.