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| Provider | Service type | Compensation |
|---|---|---|
ALPHACORE CAPITAL LLC4 years Service code 28 875 PROSPECT STREET · LA JOLLA, CA 92037 | Investment Management | $37,828 |
CORIENT PRIVATE WEALTH LLC2 years Filed as: CORIENT PRIVATE WEALTH, LLC Service code 28 · EIN 88-0967642 | Investment Management | $32,698 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 82-3967259 | Securities Custodian | $9,644 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 28 · EIN 26-3502254 | Investment Management | $7,027 |
US BANK7 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,530 | $45,126-1.3% | $85,187-47.7% | $74,459-40.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 6.06% | 26.30%-20.2pp | 66.67%-60.6pp | 1369.70%-1363.6pp |
| Employer contribution / active EE | $5,061 | $1,460+246.6% | $2,732+85.2% | $2,626+92.7% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $306 | $2,212-86.1% | $6,162-95.0% | $1,945-84.2% |