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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 06-1050034 | Investment Management | $183,907 |
NWK GROUP, INC.3+ years Filed as: NWK GROUP INC Service code 10 · EIN 20-2154904 | Accounting | $25,000 |
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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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 15.18% | 12.12%+3.1pp | 337.46%-322.3pp | 13.95%+1.2pp |
| Employer contribution / active EE | $6,572 | $13,419-51.0% | $20,191-67.5% | $16,598-60.4% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |