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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.7 years Filed as: NWK GROUP INC Service code 27 · EIN 20-2154904 | Advisory (Plan) | $64,035 |
HAYASHI & WAYLAND7 years Filed as: HAYASHI AND WAYLAND Service code 10 · EIN 20-1939256 | Accounting | $15,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,097 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,896 | $62,715+341.5% | $104,301+165.5% | $66,930+313.7% |
| Participation rate | 95.4% | 59.6%+35.8pp | 73.3%+22.1pp | 69.8%+25.6pp |
| Annual return | -15.52% | -14.70%-0.8pp | 24.61%-40.1pp | 1.57%-17.1pp |
| Employer contribution / active EE | $6,482 | $1,976+228.1% | $3,373+92.2% | $2,545+154.7% |
| Participant deferral / active EE | $8,309 | $2,852+191.4% | $4,626+79.6% | $4,238+96.1% |
| Admin fee / account holder | $313 | $657-52.3% | $7,340-95.7% | $593-47.2% |