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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,722 |
Filed as: B. RILEY WEALTH MGMT Service code 27 · EIN 62-1518255 | Advisory (Plan) | $11,992 |
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 | $62,807 | $60,795+3.3% | $69,464-9.6% | $65,185-3.6% |
| Participation rate | 76.4% | 74.9%+1.5pp | 74.6%+1.8pp | 70.2%+6.2pp |
| Annual return | 22.23% | 17.46%+4.8pp | 28.98%-6.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,707 | $2,452-30.4% | $2,779-38.6% | $2,177-21.6% |
| Participant deferral / active EE | $4,530 | $3,162+43.3% | $3,536+28.1% | $3,514+28.9% |
| Admin fee / account holder | $230 | $314-26.6% | $3,840-94.0% | $847-72.8% |