Filed October 24, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.8+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $26,623 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,086 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $56 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $127,962 | $49,164+160.3% | $121,169+5.6% | $75,181+70.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.15% | 56.03%-42.9pp | 986.71%-973.6pp | 160.69%-147.5pp |
| Employer contribution / active EE | $14,674 | $1,546+848.9% | $4,168+252.1% | $2,671+449.5% |
| Participant deferral / active EE | $4,384 | $2,628+66.8% | $4,083+7.4% | $4,126+6.3% |
| Admin fee / account holder | $257 | $3,942-93.5% | $5,645-95.5% | $5,650-95.5% |