Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP, INC Service code 70 · EIN 20-2154904 | Consulting Fees | $5,950 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Service code 61 655 W BROADWAY FL 12TH · SAN DIEGO, CA 92101 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,386 | $46,072+115.7% | $70,014+42.0% | $55,167+80.2% |
| Participation rate | 70.1% | 67.5%+2.6pp | 71.8%-1.7pp | 69.0%+1.1pp |
| Annual return | 7.38% | 8.68%-1.3pp | 12.99%-5.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,842 | $1,500+89.5% | $2,338+21.5% | $1,963+44.8% |
| Participant deferral / active EE | $5,309 | $2,344+126.5% | $2,931+81.2% | $3,054+73.8% |
| Admin fee / account holder | $61 | $428-85.8% | $4,380-98.6% | $504-87.9% |