Filed December 12, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.8 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $7,590 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,982 | $64,517+99.9% | $81,438+58.4% | $80,874+59.5% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.6%+17.6pp |
| Annual return | 12.97% | 16.35%-3.4pp | 24.74%-11.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,433 | $1,982+123.7% | $2,460+80.2% | $2,756+60.9% |
| Participant deferral / active EE | $9,229 | $3,096+198.1% | $3,883+137.7% | $4,297+114.8% |
| Admin fee / account holder | $34 | $5,677-99.4% | $5,764-99.4% | $6,935-99.5% |