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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.7 years Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $14,401 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 27-5440911 | Advisory (Plan) | $6,398 |
Filed as: FIRST REPUBLIC BANK Service code 27 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $5,719 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 12.10% | 16.55%-4.5pp | 15.31%-3.2pp | 24.44%-12.3pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |