Filed December 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.8 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $7,590 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,982 | $63,773+102.3% | $81,286+58.7% | $80,925+59.4% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.7%+17.6pp |
| Annual return | 12.97% | 16.37%-3.4pp | 24.80%-11.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $4,433 | $1,979+124.0% | $2,463+80.0% | $2,756+60.8% |
| Participant deferral / active EE | $9,229 | $3,093+198.3% | $3,883+137.7% | $4,299+114.7% |
| Admin fee / account holder | $34 | $5,682-99.4% | $5,764-99.4% | $6,940-99.5% |