Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $10,072 |
Service code 64 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,223 | $41,377+60.0% | $109,313-39.4% | $62,881+5.3% |
| Participation rate | 72.5% | 57.5%+15.0pp | 71.3%+1.3pp | 69.3%+3.2pp |
| Annual return | 0.18% | 11.05%-10.9pp | 22.07%-21.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $7,782 | $1,276+509.9% | $3,892+99.9% | $2,281+241.2% |
| Participant deferral / active EE | $2,499 | $2,045+22.2% | $3,166-21.1% | $3,203-22.0% |
| Admin fee / account holder | $150 | $2,884-94.8% | $5,666-97.4% | $4,296-96.5% |