Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.5 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $13,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
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 | $120,847 | $59,584+102.8% | $86,615+39.5% | $79,391+52.2% |
| Participation rate | 80.7% | 67.7%+13.1pp | 71.6%+9.1pp | 70.7%+10.0pp |
| Annual return | 15.13% | 23.15%-8.0pp | 63.51%-48.4pp | 116.88%-101.8pp |
| Employer contribution / active EE | $4,043 | $1,768+128.7% | $2,496+62.0% | $2,428+66.5% |
| Participant deferral / active EE | $7,983 | $3,036+162.9% | $3,699+115.8% | $4,046+97.3% |
| Admin fee / account holder | $107 | $604-82.3% | $5,830-98.2% | $627-82.9% |