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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) | $15,464 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,003 | $85,135+28.0% | $98,920+10.2% | $73,412+48.5% |
| Participation rate | 99.6% | 81.1%+18.4pp | 76.0%+23.5pp | 72.2%+27.4pp |
| Annual return | 15.04% | 19.14%-4.1pp | 196.47%-181.4pp | 59.30%-44.3pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $23 | $139-83.8% | $6,643-99.7% | $158-85.7% |