Filed January 10, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.6+ years Service code 27 50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $33,900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,912 |
SHEA LABAGH DOBBERSTEIN4 years Filed as: SHEA LABAGH DOBBERSTEIN INC Service code 10 44 MONTGOMERY ST · SAN FRANCISCO, CA 94104 | Accounting | $11,550 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,989 | $123,793+73.7% | $177,848+20.9% | $79,856+169.2% |
| Participation rate | 97.5% | 84.7%+12.8pp | 87.7%+9.8pp | 69.6%+27.8pp |
| Annual return | 13.91% | 22.82%-8.9pp | 48.33%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,866 | $4,095-30.0% | $5,919-51.6% | $2,471+16.0% |
| Participant deferral / active EE | $10,581 | $5,956+77.6% | $7,714+37.2% | $3,741+182.9% |
| Admin fee / account holder | $321 | $7,243-95.6% | $12,431-97.4% | $5,306-94.0% |