Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3 years Filed as: NWK GROUP Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP7+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $28,350 |
TRUCKER HUSS5 years Service code 16 · EIN 94-3216063 | Consulting | $20,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,762 |
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 | $141,178 | $120,450+17.2% | $159,495-11.5% | $93,010+51.8% |
| Participation rate | 96.9% | 78.0%+18.9pp | 82.8%+14.1pp | 73.9%+23.0pp |
| Annual return | 18.61% | 27.11%-8.5pp | 263.72%-245.1pp | 158.70%-140.1pp |
| Employer contribution / active EE | $4,183 | $3,526+18.6% | $4,831-13.4% | $2,705+54.6% |
| Participant deferral / active EE | $13,756 | $7,283+88.9% | $7,354+87.1% | $4,561+201.6% |
| Admin fee / account holder | $5 | $137-96.4% | $10,804-100.0% | $152-96.7% |