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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC Service code 15 111 PINE STREET STREET · SAN FRANCISCO, CA 94111 | Recordkeeping | $34,436 |
NEWPORT GROUP, INC.4 years Service code 59 · EIN 27-2037969 | Shareholder Servicing | $9,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,970 | $77,460+45.8% | $100,378+12.5% | $80,925+39.6% |
| Participation rate | 98.2% | 76.9%+21.2pp | 81.5%+16.7pp | 67.7%+30.5pp |
| Annual return | 13.92% | 37.24%-23.3pp | 49.41%-35.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,722 | $6,818+115.9% | $8,087+82.0% | $4,299+242.5% |
| Admin fee / account holder | $421 | $5,887-92.8% | $7,899-94.7% | $6,940-93.9% |