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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,077 |
Filed as: B. RILEY WEALTH ADVISORS, INC Service code 15 · EIN 62-1518255 40 S. MAIN ST. SUITE 1800 · MEMPHIS, TN 38103 | Recordkeeping | $5,480 |
NATIONAL ASSET MANAGEMENT5 years Filed as: NATIONAL ASSET MGMT Service code 15 · EIN 62-1518255 1200 N. FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Recordkeeping | $5,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,646 | $65,561-36.5% | $86,188-51.7% | $75,163-44.6% |
| Participation rate | 84.4% | 60.5%+23.9pp | 69.0%+15.4pp | 67.2%+17.2pp |
| Annual return | 14.44% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $161 | $1,553-89.6% | $2,380-93.2% | $2,670-94.0% |
| Participant deferral / active EE | $3,181 | $3,024+5.2% | $3,985-20.2% | $4,125-22.9% |
| Admin fee / account holder | $209 | $5,474-96.2% | $6,852-97.0% | $5,651-96.3% |