Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.5 years Filed as: NWK GROUP, INC Service code 27 · EIN 20-2154904 | Advisory (Plan) | $20,324 |
NWK GROUP, INC.4 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $7,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,270 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,371 | $54,590+115.0% | $81,726+43.6% | $73,497+59.7% |
| Participation rate | 75.7% | 68.3%+7.4pp | 72.0%+3.7pp | 70.7%+5.0pp |
| Annual return | 16.51% | 17.74%-1.2pp | 29.49%-13.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,148 | $1,636+92.4% | $4,311-27.0% | $2,270+38.7% |
| Participant deferral / active EE | $6,806 | $2,759+146.7% | $7,108-4.3% | $3,740+82.0% |
| Admin fee / account holder | $183 | $592-69.1% | $5,160-96.5% | $513-64.3% |