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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORIENT PRIVATE WEALTH, LLC Service code 28 · EIN 88-0967642 | Investment Management | $26,424 |
US BANK6 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $9,347 |
ALPHACORE CAPITAL LLC3 years Service code 28 875 PROSPECT STREET · LA JOLLA, CA 92037 | Investment Management | $8,276 |
Service code 19 · EIN 82-3967259 | Securities Custodian | $2,051 |
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 | $44,098 | $40,435+9.1% | $80,648-45.3% | $74,473-40.8% |
| Participation rate | 90.4% | 47.4%+43.0pp | 67.0%+23.4pp | 70.7%+19.7pp |
| Annual return | 12.24% | 165.22%-153.0pp | 937.21%-925.0pp | 34.36%-22.1pp |
| Employer contribution / active EE | $4,000 | $1,498+167.1% | $2,724+46.9% | $2,638+51.6% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $232 | $721-67.8% | $5,382-95.7% | $347-33.0% |