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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $25,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,508 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $2,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,570 | $49,471+42.7% | $79,583-11.3% | $66,949+5.4% |
| Participation rate | 48.1% | 61.4%-13.2pp | 69.5%-21.3pp | 69.8%-21.7pp |
| Annual return | -15.20% | 84.30%-99.5pp | 0.16%-15.4pp | 1.57%-16.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,851 | $3,160-9.8% | $3,986-28.5% | $4,239-32.8% |
| Admin fee / account holder | $313 | $595-47.4% | $6,835-95.4% | $594-47.3% |