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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 99 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Other Fees | $48,500 |
PATRICK & BUZARELLOS1 year Filed as: PATRICK BUZARELLOS KENDRICK LLP Service code 10 1900 POINT WEST WAY STE 102 · SACRAMENTO, CA 95815 | Accounting | $11,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,133 | $106,247+90.2% | $147,096+37.4% | $77,714+160.1% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.7pp | 70.6%+18.2pp |
| Annual return | 14.83% | 56.87%-42.0pp | 419.75%-404.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $5,029 | $4,069+23.6% | $4,936+1.9% | $2,727+84.4% |
| Participant deferral / active EE | $11,426 | $7,996+42.9% | $8,071+41.6% | $4,649+145.8% |
| Admin fee / account holder | $148 | $338-56.2% | $13,005-98.9% | $433-65.8% |