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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DUNCAN WILLIAMS ASSET MGT Service code 26 · EIN 47-3030907 5350 POPLAR AVE STE 600 · MEMPHIS, TN 38119 | Advisory (Participants) | $40,888 |
Filed as: B. RILEY WEALTH MANAGEMENT Service code 26 · EIN 62-1518255 40 S. MAIN STREET · MEMPHIS, TN 38103 | Advisory (Participants) | $27,132 |
Service code 15 · EIN 01-0233334 PO BOX 55765 · BOSTON, MA 02205 | Recordkeeping | $1,108 |
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 | $143,713 | $101,653+41.4% | $147,080-2.3% | $74,459+93.0% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 13.20% | 8754.98%-8741.8pp | 420.17%-407.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $6,351 | $3,813+66.5% | $4,933+28.7% | $2,626+141.9% |
| Participant deferral / active EE | $8,533 | $7,304+16.8% | $8,066+5.8% | $4,350+96.2% |
| Admin fee / account holder | $548 | $1,752-68.7% | $12,989-95.8% | $1,945-71.8% |