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| Provider | Service type | Compensation |
|---|---|---|
FIRST REPUBLIC INVESTMENT MGMT9+ years Filed as: FIRST REPUBLIC SECURITIES COMPANY Service code 21 1230 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Bank Trustee | $63,584 |
Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $18,202 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,527 |
Participant contribution per participant 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 | $54,184 | $76,112-28.8% | $96,544-43.9% | $71,529-24.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.44% | 22.80%-8.4pp | 25.88%-11.4pp | 28.97%-14.5pp |
| Employer contribution / active EE | $2,483 | $2,248+10.5% | $2,966-16.3% | $2,590-4.1% |
| Participant deferral / active EE | $781 | $4,217-81.5% | $4,851-83.9% | $4,291-81.8% |
| Admin fee / account holder | $293 | $2,708-89.2% | $8,254-96.5% | $1,588-81.6% |