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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $26,465 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,277 |
Filed as: COURTNEY, PHILLIPS & ASSOCIATES CPA Service code 10 20980 REDWOOD ROAD · CASTRO VALLEY, CA 94546 | Accounting | $3,272 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $56,961 | $51,466+10.7% | $78,778-27.7% | $62,293-8.6% |
| Participation rate | 51.0% | 59.8%-8.7pp | 69.2%-18.1pp | 69.5%-18.5pp |
| Annual return | 12.64% | 19.96%-7.3pp | 35.62%-23.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $519 | $827-37.3% | $1,986-73.9% | $2,042-74.6% |
| Participant deferral / active EE | $2,233 | $2,147+4.0% | $2,958-24.5% | $3,169-29.5% |
| Admin fee / account holder | $279 | $489-43.0% | $5,134-94.6% | $479-41.8% |