Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.5+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $29,772 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $442 |
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 | $100,218 | $53,901+85.9% | $134,162-25.3% | $73,493+36.4% |
| Participation rate | 57.1% | 62.8%-5.7pp | 72.2%-15.0pp | 70.7%-13.5pp |
| Annual return | 5.62% | 15.82%-10.2pp | 36.35%-30.7pp | 28.51%-22.9pp |
| Employer contribution / active EE | $1,151 | $1,458-21.1% | $3,705-68.9% | $2,270-49.3% |
| Participant deferral / active EE | $4,615 | $2,739+68.5% | $3,500+31.9% | $3,740+23.4% |
| Admin fee / account holder | $191 | $581-67.1% | $6,685-97.1% | $513-62.7% |