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| Provider | Service type | Compensation |
|---|---|---|
Filed as: B RILEY WEALTH MANAGEMENT Service code 26 40 SOUTH MAIN ST · MEMPHIS, TN 38103 | Advisory (Participants) | $14,548 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,628 | $65,223+32.8% | $80,022+8.3% | $55,725+55.5% |
| Participation rate | 98.4% | 80.6%+17.9pp | 75.8%+22.6pp | 70.9%+27.6pp |
| Annual return | -5.87% | 7.59%-13.5pp | 11.22%-17.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $114-82.8% | $6,521-99.7% | $115-82.9% |