Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.7+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $28,655 |
Service code 64 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,696 | $46,674+175.7% | $117,472+9.6% | $68,494+87.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.80% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $16,743 | $1,505+1012.8% | $4,176+300.9% | $2,596+544.9% |
| Participant deferral / active EE | $5,728 | $2,636+117.3% | $4,070+40.7% | $4,027+42.2% |
| Admin fee / account holder | $330 | $4,020-91.8% | $5,645-94.2% | $5,403-93.9% |