Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.2+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $5,006 |
Service code 13 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $194 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Investment Management | $27 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,874 | $46,869+66.2% | $122,332-36.3% | $70,131+11.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.87% | 24.22%-8.3pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $9,176 | $1,288+612.6% | $4,050+126.6% | $2,342+291.8% |
| Participant deferral / active EE | $2,923 | $2,166+34.9% | $3,287-11.1% | $3,332-12.3% |
| Admin fee / account holder | $140 | $3,322-95.8% | $5,478-97.4% | $4,645-97.0% |