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 |
|---|---|---|
Service code 28 · EIN 06-1050034 | Investment Management | $159,814 |
NWK GROUP, INC.1+ years Filed as: NWK GROUP INC Service code 10 · EIN 20-2154904 | Accounting | $25,000 |
GUY RANSOM1+ years Filed as: GUY M RANSOM CPA Service code 10 · EIN 77-0550391 | Accounting | $10,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | -1.13% | -1.47%+0.3pp | -0.97%-0.2pp | 2.81%-3.9pp |
| Employer contribution / active EE | $10,728 | $13,250-19.0% | $22,441-52.2% | $16,358-34.4% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |