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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 | $69,771+43.5% | $67,524+48.3% | $74,400+34.6% |
| Participation rate | 82.9% | 71.4%+11.5pp | 72.9%+10.0pp | 67.2%+15.6pp |
| Annual return | 16.63% | -40.49%+57.1pp | 3519.41%-3502.8pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $3,220 | $2,710+18.8% | $2,734+17.8% | $2,624+22.7% |
| Participant deferral / active EE | $6,419 | $3,638+76.4% | $4,001+60.4% | $4,348+47.6% |
| Admin fee / account holder | $591 | $889-33.5% | $4,001-85.2% | $1,944-69.6% |