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.7+ years Service code 27 50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $38,138 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,853 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 505 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Accounting | $12,552 |
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 | $227,606 | $137,414+65.6% | $189,537+20.1% | $85,847+165.1% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 13.83% | 38.14%-24.3pp | 555.34%-541.5pp | 318.61%-304.8pp |
| Employer contribution / active EE | $3,085 | $4,344-29.0% | $6,161-49.9% | $2,565+20.2% |
| Participant deferral / active EE | $10,842 | $6,260+73.2% | $8,220+31.9% | $3,952+174.3% |
| Admin fee / account holder | $383 | $8,630-95.6% | $12,048-96.8% | $6,261-93.9% |