Filed October 24, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $30,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,783 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 99 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Other Fees | $1,035 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 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.)
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 | $149,953 | $51,606+190.6% | $129,339+15.9% | $80,911+85.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.69% | 20.76%-5.1pp | 9437.05%-9421.4pp | 35.63%-19.9pp |
| Employer contribution / active EE | $13,177 | $1,582+732.8% | $4,154+217.2% | $2,756+378.2% |
| Participant deferral / active EE | $4,603 | $2,669+72.5% | $4,170+10.4% | $4,297+7.1% |
| Admin fee / account holder | $318 | $4,310-92.6% | $7,668-95.9% | $6,935-95.4% |