Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.2 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $25,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $91,302 | $169,879-46.3% | $68,793+32.7% | - |
| Participation rate | 63.6% | 66.9%-3.3pp | 72.2%-8.6pp | - |
| Annual return | -4.65% | -4.47%-0.2pp | -4.63%0pp | - |
| Employer contribution / active EE | $3,331 | $1,849+80.2% | $2,625+26.9% | - |
| Participant deferral / active EE | $6,804 | $3,082+120.7% | $3,311+105.5% | - |
| Admin fee / account holder | $255 | $30,762-99.2% | $5,131-95.0% | - |