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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT1 year Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $59,001 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $17,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,508,665 | $58,895+4159.6% | $178,503+1305.4% | $73,497+3313.3% |
| Participation rate | 0.0% | 66.2%-66.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 8.31% | 24.86%-16.6pp | 151.12%-142.8pp | 28.51%-20.2pp |
| Employer contribution / active EE | $6,639 | $2,236+196.9% | $5,011+32.5% | $2,270+192.4% |
| Participant deferral / active EE | $5,958 | $2,567+132.1% | $5,202+14.5% | $3,740+59.3% |
| Admin fee / account holder | $9,546 | $400+2284.3% | $13,987-31.8% | $513+1760.6% |