Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 26 · EIN 20-2154904 | Advisory (Participants) | $22,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,568 | $58,099+93.8% | $76,872+46.4% | $75,173+49.7% |
| Participation rate | 93.3% | 63.9%+29.4pp | 69.6%+23.7pp | 67.2%+26.1pp |
| Annual return | 14.83% | 26.71%-11.9pp | 37.90%-23.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $4,841 | $1,996+142.6% | $2,533+91.1% | $2,671+81.3% |
| Participant deferral / active EE | $9,362 | $2,999+212.2% | $3,832+144.3% | $4,126+126.9% |
| Admin fee / account holder | $108 | $4,778-97.7% | $5,476-98.0% | $5,651-98.1% |