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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 | $106,230+90.3% | $147,080+37.4% | $77,736+160.0% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 14.83% | 56.91%-42.1pp | 420.17%-405.3pp | 31.26%-16.4pp |
| Employer contribution / active EE | $5,029 | $4,072+23.5% | $4,933+1.9% | $2,728+84.4% |
| Participant deferral / active EE | $11,426 | $8,001+42.8% | $8,066+41.7% | $4,651+145.7% |
| Admin fee / account holder | $148 | $338-56.3% | $12,989-98.9% | $433-65.8% |