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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.3 years Filed as: NWK GROUP INC Service code 27 · EIN 20-2154904 | Advisory (Plan) | $55,684 |
HAYASHI & WAYLAND2 years Service code 16 · EIN 20-1939256 | Consulting | $12,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $230,297 | $65,557+251.3% | $105,738+117.8% | $56,287+309.1% |
| Participation rate | 90.3% | 63.4%+26.9pp | 76.3%+14.0pp | 69.9%+20.5pp |
| Annual return | -4.77% | -1.32%-3.4pp | 6.27%-11.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $6,155 | $1,788+244.2% | $3,268+88.3% | $2,111+191.6% |
| Participant deferral / active EE | $7,397 | $2,418+205.9% | $4,080+81.3% | $3,350+120.8% |
| Admin fee / account holder | $302 | $561-46.2% | $6,913-95.6% | $521-42.0% |