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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,915 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,306 | $101,653+116.7% | $147,080+49.8% | $74,459+195.9% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.2%+13.5pp | 67.2%+28.4pp |
| Annual return | 14.44% | 8754.98%-8740.5pp | 420.17%-405.7pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $2,539 | $3,813-33.4% | $4,933-48.5% | $2,626-3.3% |
| Participant deferral / active EE | $18,871 | $7,304+158.4% | $8,066+133.9% | $4,350+333.8% |
| Admin fee / account holder | $139 | $1,752-92.0% | $12,989-98.9% | $1,945-92.8% |