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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) | $5,136 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,414 | $81,948+17.7% | $90,760+6.2% | $64,819+48.7% |
| Participation rate | 99.5% | 80.5%+19.1pp | 75.7%+23.8pp | 71.5%+28.0pp |
| Annual return | -1.05% | -12.53%+11.5pp | -12.16%+11.1pp | 32.84%-33.9pp |
| Employer contribution / active EE | $37 | $3,067-98.8% | $2,922-98.7% | $2,507-98.5% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $7 | $157-95.2% | $8,444-99.9% | $188-96.0% |