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.3+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $32,590 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,665 |
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAGH DOBBERSTEIN INC Service code 10 505 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Accounting | $11,550 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,647 | $100,060+59.6% | $149,721+6.6% | $70,126+127.7% |
| Participation rate | 96.1% | 83.6%+12.5pp | 87.1%+9.0pp | 69.5%+26.5pp |
| Annual return | 13.57% | 27.46%-13.9pp | 1501.67%-1488.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,705 | $3,661-26.1% | $5,444-50.3% | $2,343+15.5% |
| Participant deferral / active EE | $9,194 | $4,982+84.6% | $6,568+40.0% | $3,332+176.0% |
| Admin fee / account holder | $525 | $8,285-93.7% | $11,282-95.3% | $4,645-88.7% |