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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3+ years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $60,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,696 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,744 | $155,795-27.0% | $136,298-16.5% | $69,631+63.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.68% | 232464.33%-232445.7pp | 5156.27%-5137.6pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,327 | $2,991-22.2% | $4,696-50.4% | $2,032+14.5% |
| Participant deferral / active EE | $13,096 | $5,394+142.8% | $6,247+109.6% | $3,224+306.2% |
| Admin fee / account holder | $166 | $128+29.4% | $9,244-98.2% | $110+50.3% |