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| Provider | Service type | Compensation |
|---|---|---|
Filed as: B.RILEY WEALTH ADVISORS INC Service code 27 · EIN 91-1648671 | Advisory (Plan) | $49,854 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,615 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,997 | $54,193+3.3% | $93,606-40.2% | $77,643-27.9% |
| Participation rate | 73.7% | 63.9%+9.7pp | 68.7%+5.0pp | 70.6%+3.1pp |
| Annual return | 9.26% | 30.54%-21.3pp | 133.20%-123.9pp | 31.24%-22.0pp |
| Employer contribution / active EE | $1,208 | $1,168+3.5% | $2,420-50.1% | $2,726-55.7% |
| Participant deferral / active EE | $3,338 | $3,144+6.2% | $4,411-24.3% | $4,647-28.2% |
| Admin fee / account holder | $159 | $576-72.4% | $8,285-98.1% | $430-63.1% |