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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,194 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 27 · EIN 91-1648671 | Advisory (Plan) | $46,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,107 | $69,708+43.6% | $67,560+48.2% | $74,478+34.4% |
| Participation rate | 82.9% | 71.4%+11.4pp | 72.9%+9.9pp | 67.2%+15.6pp |
| Annual return | 16.63% | -40.67%+57.3pp | 3533.50%-3516.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $3,220 | $2,715+18.6% | $2,737+17.7% | $2,626+22.6% |
| Participant deferral / active EE | $6,419 | $3,637+76.5% | $4,004+60.3% | $4,350+47.6% |
| Admin fee / account holder | $591 | $887-33.4% | $3,994-85.2% | $1,946-69.6% |