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 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $17,606 |
Service code 64 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Investment Management | $213 |
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 | $90,053 | $43,730+105.9% | $121,220-25.7% | $64,173+40.3% |
| Participation rate | 98.1% | 58.3%+39.8pp | 71.8%+26.4pp | 69.6%+28.6pp |
| Annual return | 10.04% | 68.94%-58.9pp | 16.94%-6.9pp | 7.63%+2.4pp |
| Employer contribution / active EE | $11,801 | $1,297+810.0% | $4,023+193.4% | $2,381+395.7% |
| Participant deferral / active EE | $3,850 | $2,281+68.8% | $3,345+15.1% | $3,470+11.0% |
| Admin fee / account holder | $174 | $3,502-95.0% | $5,021-96.5% | $4,887-96.4% |