Filed January 10, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $30,638 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,831 |
SHEA LABAGH DOBBERSTEIN1+ years Filed as: SHEA LABAGH DOBBERSTEIN, INC Service code 10 505 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Accounting | $10,900 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,612 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,238 | $82,032+55.1% | $123,104+3.4% | $59,632+113.4% |
| Participation rate | 97.8% | 83.2%+14.6pp | 86.8%+11.0pp | 68.7%+29.2pp |
| Annual return | -0.47% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,414 | $3,297-26.8% | $5,151-53.1% | $2,203+9.6% |
| Participant deferral / active EE | $7,614 | $4,667+63.2% | $6,230+22.2% | $3,192+138.6% |
| Admin fee / account holder | $472 | $5,881-92.0% | $9,015-94.8% | $4,297-89.0% |