Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.8 years Service code 28 · EIN 20-2154904 155 MONTGOMERY ST STE 600 · SAN FRANCISCO, CA 94104 | Investment Management | $160,584 |
PRIMARK BENEFITS1 year Service code 13 · EIN 94-2320862 1810 GATEWAY DR STE 230 · SAN MATEO, CA 94404 | Contract Administrator | $36,192 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 331 W 3RD ST STE 200 · DAVENPORT, CA 52801 | Accounting | $32,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,342 | $58,911+111.1% | $129,384-3.9% | $77,736+60.0% |
| Participation rate | 54.3% | 59.4%-5.1pp | 69.6%-15.3pp | 70.6%-16.2pp |
| Annual return | 13.02% | 24.75%-11.7pp | 9461.77%-9448.8pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,166 | $1,955+10.8% | $4,153-47.8% | $2,728-20.6% |
| Participant deferral / active EE | $4,274 | $3,220+32.7% | $4,166+2.6% | $4,651-8.1% |
| Admin fee / account holder | $165 | $592-72.1% | $7,686-97.9% | $433-61.9% |