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| Provider | Service type | Compensation |
|---|---|---|
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 26 · EIN 62-1518255 40 S. MAIN ST. SUITE 1800 · MEMPHIS, TN 38103 | Advisory (Participants) | $13,163 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,234 | $71,050-23.7% | $93,606-42.1% | $80,856-32.9% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 15.04% | 11.26%+3.8pp | 133.20%-118.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $292 | $1,564-81.3% | $2,420-87.9% | $2,755-89.4% |
| Participant deferral / active EE | $5,068 | $4,034+25.6% | $4,411+14.9% | $4,296+18.0% |
| Admin fee / account holder | $242 | $6,945-96.5% | $8,285-97.1% | $6,918-96.5% |