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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $66,094 |
NWK GROUP, INC.4+ years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $21,223 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $21,765 | $37,196-41.5% | $154,111-85.9% | $55,725-60.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.49% | 1319.68%-1324.2pp | 735.18%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,436 | $1,614+50.9% | $5,298-54.0% | $2,078+17.2% |
| Participant deferral / active EE | $4,039 | $2,068+95.3% | $5,081-20.5% | $3,356+20.4% |
| Admin fee / account holder | $35 | $102-65.2% | $13,411-99.7% | $115-69.3% |