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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $33,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $23,657 |
PATRICK & BUZARELLOS1 year Filed as: PATRICK BUZARELLOS KENDRICK Service code 10 · EIN 68-0197298 | Accounting | $9,950 |
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 | $176,911 | $95,438+85.4% | $135,982+30.1% | $74,473+137.6% |
| Participation rate | 88.6% | 78.2%+10.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 19.20% | 32.61%-13.4pp | 68.32%-49.1pp | 34.36%-15.2pp |
| Employer contribution / active EE | $4,264 | $3,878+10.0% | $4,859-12.2% | $2,638+61.6% |
| Participant deferral / active EE | $11,673 | $7,790+49.8% | $7,760+50.4% | $4,530+157.7% |
| Admin fee / account holder | $146 | $259-43.7% | $10,767-98.6% | $347-58.0% |