Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $34,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,132 | $51,736+138.0% | $120,225+2.4% | $67,986+81.1% |
| Participation rate | 60.9% | 46.1%+14.8pp | 69.6%-8.7pp | 57.2%+3.7pp |
| Annual return | 12.24% | 31.98%-19.7pp | 439.23%-427.0pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,663 | $1,071+55.2% | $3,475-52.2% | $2,019-17.6% |
| Participant deferral / active EE | $5,495 | $2,206+149.1% | $3,999+37.4% | $3,358+63.6% |
| Admin fee / account holder | $276 | $4,159-93.4% | $5,696-95.1% | $3,203-91.4% |