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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 5350 POPLAR AVENUE · MEMPHIS, TN 38119 | Advisory (Participants) | $26,440 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 26 · EIN 91-1648671 40 S. MAIN STREET · MEMPHIS, TN 38103 | Advisory (Participants) | $17,444 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,307 | $89,465+70.2% | $165,100-7.7% | $77,762+95.9% |
| Participation rate | 34.6% | 78.6%-44.1pp | 78.6%-44.0pp | 70.6%-36.0pp |
| Annual return | 14.86% | 28.86%-14.0pp | 70.21%-55.4pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,162 | $2,565-54.7% | $4,348-73.3% | $2,728-57.4% |
| Participant deferral / active EE | $2,029 | $4,904-58.6% | $6,035-66.4% | $4,651-56.4% |
| Admin fee / account holder | $626 | $340+84.3% | $12,696-95.1% | $433+44.7% |