Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.6 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $7,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,025 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,776 | $54,229+87.7% | $70,092+45.2% | $68,494+48.6% |
| Participation rate | 92.5% | 64.5%+28.0pp | 70.5%+22.0pp | 67.9%+24.6pp |
| Annual return | -11.73% | -13.87%+2.1pp | 190.73%-202.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $4,357 | $2,018+115.9% | $2,559+70.3% | $2,596+67.8% |
| Participant deferral / active EE | $8,215 | $2,956+177.9% | $3,849+113.4% | $4,027+104.0% |
| Admin fee / account holder | -$12 | $4,694-100.3% | $6,267-100.2% | $5,403-100.2% |