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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1 year Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $8,194 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $78,000 | $52,961+47.3% | $172,755-54.8% | $65,185+19.7% |
| Participation rate | 17.4% | 66.2%-48.8pp | 82.6%-65.3pp | 70.2%-52.8pp |
| Annual return | 47.92% | 30.12%+17.8pp | 802.94%-755.0pp | 29.38%+18.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,286 | $2,471-48.0% | $5,198-75.3% | $3,514-63.4% |
| Admin fee / account holder | $594 | $472+25.9% | $13,955-95.7% | $847-29.9% |