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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT3 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $44,673 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $39,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,588 | $65,125+103.6% | $143,797-7.8% | $66,949+98.0% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -12.01% | -11.13%-0.9pp | -0.04%-12.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $2,833 | $2,362+19.9% | $4,952-42.8% | $2,545+11.3% |
| Participant deferral / active EE | $5,174 | $2,920+77.2% | $5,638-8.2% | $4,239+22.1% |
| Admin fee / account holder | $687 | $503+36.7% | $14,679-95.3% | $594+15.8% |