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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.4+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $22,802 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,137 |
COURTNEY CONSULTING GROUP4+ years Filed as: COURTNEY, PHILLIPS & ASSOCIATES,CPA Service code 10 20980 REDWOOD ROAD STE 220 · CASTRO VALLEY, CA 94546 | Accounting | $4,533 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,298 | $42,548+27.6% | $74,550-27.2% | $56,287-3.5% |
| Participation rate | 51.0% | 60.5%-9.4pp | 69.1%-18.1pp | 69.9%-18.8pp |
| Annual return | -4.81% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $518 | $855-39.4% | $1,961-73.6% | $2,111-75.5% |
| Participant deferral / active EE | $1,952 | $2,277-14.3% | $3,108-37.2% | $3,350-41.7% |
| Admin fee / account holder | $270 | $467-42.2% | $5,060-94.7% | $521-48.2% |