Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3+ years Service code 27 155 MONTGOMERY STREET STE 600 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $26,953 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,637 | $44,221+109.5% | $121,220-23.6% | $56,287+64.6% |
| Participation rate | 57.2% | 61.1%-3.8pp | 71.8%-14.5pp | 69.9%-12.6pp |
| Annual return | 12.44% | -3.58%+16.0pp | 16.94%-4.5pp | -9.96%+22.4pp |
| Employer contribution / active EE | $1,159 | $1,480-21.7% | $4,023-71.2% | $2,111-45.1% |
| Participant deferral / active EE | $4,015 | $2,521+59.3% | $3,345+20.0% | $3,350+19.9% |
| Admin fee / account holder | $178 | $480-63.0% | $5,021-96.5% | $521-65.9% |