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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.5+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $21,431 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,212 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $5,980 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
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 | $65,001 | $49,138+32.3% | $84,023-22.6% | $65,186-0.3% |
| Participation rate | 56.1% | 60.7%-4.6pp | 69.0%-12.9pp | 70.2%-14.1pp |
| Annual return | 18.55% | 23.00%-4.5pp | 71.32%-52.8pp | 29.39%-10.8pp |
| Employer contribution / active EE | $732 | $914-19.9% | $1,984-63.1% | $2,177-66.4% |
| Participant deferral / active EE | $2,768 | $2,397+15.5% | $3,239-14.5% | $3,514-21.2% |
| Admin fee / account holder | $303 | $543-44.2% | $6,102-95.0% | $847-64.2% |