Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.6+ years Service code 16 · EIN 20-2154904 | Consulting | $93,750 |
TRUCKER HUSS4 years Service code 16 · EIN 94-3216063 | Consulting | $34,148 |
MOSS ADAMS LLP6+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $32,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,426 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,447 | $127,481-2.4% | $149,751-16.9% | $90,274+37.9% |
| Participation rate | 95.0% | 78.2%+16.8pp | 82.5%+12.6pp | 73.4%+21.7pp |
| Annual return | 22.02% | 57.78%-35.8pp | 276.71%-254.7pp | 53.97%-32.0pp |
| Employer contribution / active EE | $3,826 | $3,448+11.0% | $4,646-17.6% | $2,523+51.6% |
| Participant deferral / active EE | $12,099 | $6,975+73.5% | $6,843+76.8% | $4,231+186.0% |
| Admin fee / account holder | $15 | $152-89.8% | $9,312-99.8% | $114-86.4% |