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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC Service code 15 111 PINE STREET STREET · SAN FRANCISCO, CA 94111 | Recordkeeping | $35,262 |
NEWPORT GROUP, INC.2 years Service code 59 · EIN 27-2037969 | Shareholder Servicing | $25,693 |
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 | $81,854 | $59,116+38.5% | $86,438-5.3% | $68,486+19.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -18.65% | -0.23%-18.4pp | 4397.19%-4415.8pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,583 | $5,902+164.0% | $6,952+124.1% | $4,028+286.9% |
| Admin fee / account holder | $473 | $5,639-91.6% | $6,733-93.0% | $5,404-91.3% |