Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $17,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$149,360 |
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 | $111,763 | $101,523+10.1% | $141,200-20.8% | $77,775+43.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 26.71% | 56.22%-29.5pp | 71.41%-44.7pp | 32.58%-5.9pp |
| Employer contribution / active EE | $3,968 | $3,341+18.8% | $4,736-16.2% | $2,504+58.5% |
| Participant deferral / active EE | $12,799 | $6,434+98.9% | $6,710+90.7% | $3,966+222.7% |
| Admin fee / account holder | -$17 | $92-118.1% | $10,265-100.2% | $100-116.6% |