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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,269 |
B RILEY WEALTH MANAGEMENT INC1+ years Filed as: B. RILEY WEALTH MANAGEMENT, INC Service code 55 40 S MAIN ST STE 1800 · MEMPHIS, TN 38103 | Other Commissions | $200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,363 | $81,487-25.9% | $102,412-41.1% | $80,935-25.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $3,167 | $3,103+2.1% | $3,870-18.2% | $2,757+14.9% |
| Participant deferral / active EE | $6,998 | $3,871+80.8% | $5,060+38.3% | $4,299+62.8% |
| Admin fee / account holder | $45 | $6,717-99.3% | $8,388-99.5% | $6,924-99.4% |