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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MNGMT Service code 26 1200 STATE STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $61,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,118 | $82,163-68.2% | $125,363-79.2% | $64,814-59.7% |
| Participation rate | 55.4% | 77.9%-22.4pp | 82.4%-26.9pp | 71.5%-16.0pp |
| Annual return | -15.05% | 3.49%-18.5pp | 572.15%-587.2pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,932 | $3,616-46.6% | $4,815-59.9% | $2,507-22.9% |
| Participant deferral / active EE | $5,640 | $7,175-21.4% | $7,447-24.3% | $4,310+30.8% |
| Admin fee / account holder | $116 | $163-28.7% | $10,005-98.8% | $188-38.0% |