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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $26,372 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,243 |
COURTNEY CONSULTING GROUP1+ years Filed as: COURTNEY, PHILLIPS & ASSOCIATES,CPA Service code 10 20980 REDWOOD ROAD STE 220 · CASTRO VALLEY, CA 94546 | Accounting | $6,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,128 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,859 | $39,245+34.7% | $64,105-17.5% | $52,331+1.0% |
| Participation rate | 61.4% | 58.2%+3.2pp | 68.2%-6.8pp | 68.1%-6.7pp |
| Annual return | -0.32% | 14.79%-15.1pp | 791.24%-791.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $593 | $736-19.4% | $1,820-67.4% | $1,882-68.5% |
| Participant deferral / active EE | $2,569 | $1,992+29.0% | $2,822-9.0% | $3,022-15.0% |
| Admin fee / account holder | $351 | $592-40.7% | $4,499-92.2% | $592-40.6% |