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| 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 | $55,472+167.9% | $155,567-4.5% | $74,546+99.4% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.0pp | 67.2%+13.0pp |
| Annual return | 8.38% | 268.72%-260.3pp | 64.74%-56.4pp | 1366.03%-1357.7pp |
| Employer contribution / active EE | $6,350 | $2,269+179.9% | $4,674+35.9% | $2,624+142.0% |
| Participant deferral / active EE | $6,263 | $2,838+120.7% | $5,628+11.3% | $4,347+44.1% |
| Admin fee / account holder | $899 | $1,743-48.4% | $15,916-94.3% | $1,944-53.7% |