Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.4+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $28,352 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $118 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,993 | $46,722+99.0% | $130,660-28.8% | $65,185+42.7% |
| Participation rate | 63.3% | 60.9%+2.4pp | 71.7%-8.5pp | 70.2%-6.9pp |
| Annual return | 7.53% | 24.17%-16.6pp | 1709.29%-1701.8pp | 29.38%-21.9pp |
| Employer contribution / active EE | $1,442 | $1,488-3.1% | $4,092-64.8% | $2,177-33.8% |
| Participant deferral / active EE | $4,900 | $2,545+92.5% | $3,603+36.0% | $3,514+39.4% |
| Admin fee / account holder | $172 | $453-62.1% | $5,463-96.9% | $847-79.8% |