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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3030907 5350 POPLAR AVENUE · MEMPHIS, TN 38119 | Advisory (Participants) | $14,758 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 26 · EIN 91-1648671 40 S. MAIN STREET · MEMPHIS, TN 38104 | Advisory (Participants) | $9,456 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,090 | $29,546+25.5% | $56,441-34.3% | $77,671-52.2% |
| Participation rate | 50.4% | 32.7%+17.7pp | 52.5%-2.1pp | 70.6%-20.2pp |
| Annual return | 12.86% | 19.01%-6.2pp | 1704.21%-1691.4pp | 31.21%-18.4pp |
| Employer contribution / active EE | $1,004 | $568+76.7% | $1,039-3.4% | $2,726-63.2% |
| Participant deferral / active EE | $1,509 | $1,061+42.2% | $1,953-22.7% | $4,648-67.5% |
| Admin fee / account holder | $186 | $1,046-82.2% | $2,829-93.4% | $430-56.8% |