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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT2 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $57,795 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $9,885 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,222 | $61,166+127.6% | $185,849-25.1% | $79,391+75.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 11.82% | 19.45%-7.6pp | 122.10%-110.3pp | 116.88%-105.1pp |
| Employer contribution / active EE | $6,116 | $2,321+163.5% | $5,169+18.3% | $2,428+151.9% |
| Participant deferral / active EE | $5,789 | $2,789+107.6% | $5,569+3.9% | $4,046+43.1% |
| Admin fee / account holder | $517 | $710-27.1% | $16,244-96.8% | $627-17.4% |