Filed September 16, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,084 |
AUDIT AND TAX SOLUTIONS1 year Filed as: AUDIT AND TAX SOLUTIONS CPAS INC Service code 10 · EIN 94-3211753 | Accounting | $2,882 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,164 | $89,465+10.8% | $165,100-39.9% | $77,762+27.5% |
| Participation rate | 97.1% | 78.6%+18.4pp | 78.6%+18.4pp | 70.6%+26.5pp |
| Annual return | 15.34% | 28.86%-13.5pp | 70.21%-54.9pp | 31.27%-15.9pp |
| Employer contribution / active EE | $3,582 | $2,565+39.6% | $4,348-17.6% | $2,728+31.3% |
| Participant deferral / active EE | $8,832 | $4,904+80.1% | $6,035+46.3% | $4,651+89.9% |
| Admin fee / account holder | $78 | $340-77.2% | $12,696-99.4% | $433-82.1% |