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.2 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $37,496 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,978 |
Filed as: CBIZ CPAS P.C. Service code 10 PO BOX 956793 · ST LOUIS, MO 631956793 | Accounting | $6,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $220,694 | $125,797+75.4% | $170,057+29.8% | $75,177+193.6% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.5pp | 67.2%+28.4pp |
| Annual return | 14.34% | 27.20%-12.9pp | 53.42%-39.1pp | 160.75%-146.4pp |
| Employer contribution / active EE | $3,123 | $4,616-32.4% | $6,790-54.0% | $2,671+16.9% |
| Participant deferral / active EE | $11,330 | $6,838+65.7% | $10,411+8.8% | $4,126+174.6% |
| Admin fee / account holder | $384 | $8,177-95.3% | $12,826-97.0% | $5,651-93.2% |