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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT4 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $59,765 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $25,426 |
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 | $125,528 | $61,391+104.5% | $149,723-16.2% | $71,529+75.5% |
| Participation rate | 99.2% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 13.45% | 35.88%-22.4pp | 134.50%-121.0pp | 28.97%-15.5pp |
| Employer contribution / active EE | $6,727 | $2,384+182.2% | $4,821+39.5% | $2,590+159.8% |
| Participant deferral / active EE | $6,010 | $2,921+105.8% | $5,682+5.8% | $4,291+40.1% |
| Admin fee / account holder | $550 | $1,264-56.5% | $13,215-95.8% | $1,588-65.4% |