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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,054 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 27 · EIN 91-1648671 | Advisory (Plan) | $20,930 |
Service code 27 · EIN 62-1518255 | Advisory (Plan) | $19,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,494 | $65,582+28.8% | $64,101+31.8% | $71,511+18.2% |
| Participation rate | 83.5% | 73.2%+10.3pp | 72.3%+11.2pp | 67.9%+15.6pp |
| Annual return | 20.49% | 18.96%+1.5pp | 33.72%-13.2pp | 28.86%-8.4pp |
| Employer contribution / active EE | $2,310 | $2,671-13.5% | $2,749-16.0% | $2,589-10.8% |
| Participant deferral / active EE | $6,203 | $3,628+71.0% | $3,881+59.8% | $4,291+44.6% |
| Admin fee / account holder | $553 | $616-10.3% | $3,070-82.0% | $1,588-65.2% |