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) | $19,455 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Investment Management | $641 |
PENSYS, INC.1 year Filed as: PENSYS INC Service code 13 | Contract Administrator | $185 |
Service code 64 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $163 |
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 | $102,574 | $48,570+111.2% | $130,660-21.5% | $72,975+40.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 5.76% | 38.63%-32.9pp | 1709.29%-1703.5pp | 81.01%-75.2pp |
| Employer contribution / active EE | $13,853 | $1,334+938.4% | $4,092+238.5% | $2,440+467.7% |
| Participant deferral / active EE | $5,149 | $2,384+116.0% | $3,603+42.9% | $3,608+42.7% |
| Admin fee / account holder | $196 | $3,549-94.5% | $5,463-96.4% | $5,124-96.2% |