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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $24,943 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,464 |
PROFORMANCE ASSOCIATES1 year Service code 99 1766 LOCUST ST 2ND FL · WALNUT CREEK, CA 94596 | Other Fees | $7,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,351 | $59,417+40.3% | $93,606-11.0% | $74,495+11.9% |
| Participation rate | 48.7% | 59.7%-11.0pp | 68.7%-20.0pp | 67.2%-18.5pp |
| Annual return | 10.97% | 81.83%-70.9pp | 133.20%-122.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,034 | $3,050-0.5% | $4,411-31.2% | $4,346-30.2% |
| Admin fee / account holder | $72 | $3,021-97.6% | $8,285-99.1% | $1,942-96.3% |