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 Service code 49 · EIN 20-2154904 | Other Services | $14,360 |
NWK GROUP, INC.1 year Filed as: NWK GROUP Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $14,095 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $720 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,459 | $43,423+214.3% | $78,676+73.4% | $55,167+147.4% |
| Participation rate | 90.3% | 68.0%+22.3pp | 73.6%+16.8pp | 69.0%+21.3pp |
| Annual return | 8.38% | 11.53%-3.1pp | 62.19%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,402 | $1,997+20.3% | $2,850-15.7% | $1,963+22.4% |
| Participant deferral / active EE | $8,822 | $2,509+251.6% | $3,517+150.8% | $3,054+188.8% |
| Admin fee / account holder | $330 | $416-20.6% | $4,510-92.7% | $504-34.4% |