Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT5 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $70,349 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $57,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,617 | $55,470+167.9% | $155,556-4.5% | $74,478+99.5% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+1.9pp | 67.2%+12.9pp |
| Annual return | 8.38% | 269.80%-261.4pp | 64.84%-56.5pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $6,350 | $2,267+180.1% | $4,675+35.8% | $2,626+141.8% |
| Participant deferral / active EE | $6,263 | $2,838+120.7% | $5,631+11.2% | $4,350+44.0% |
| Admin fee / account holder | $899 | $1,744-48.4% | $15,885-94.3% | $1,946-53.8% |