Filed August 1, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $63,909 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $26,279 |
WITHUMSMITH+BROWN, PC1 year Service code 10 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $10,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,525 | $60,504+282.7% | $81,882+182.8% | $74,478+210.9% |
| Participation rate | 95.8% | 62.9%+32.9pp | 72.4%+23.4pp | 67.2%+28.6pp |
| Annual return | 16.29% | 16.91%-0.6pp | 779.47%-763.2pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $6,312 | $2,627+140.3% | $2,916+116.5% | $2,626+140.3% |
| Participant deferral / active EE | $13,156 | $3,400+287.0% | $4,323+204.3% | $4,350+202.4% |
| Admin fee / account holder | $424 | $1,492-71.6% | $7,360-94.2% | $1,946-78.2% |