Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.8 years Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $5,360 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 27-5440911 | Advisory (Plan) | $4,614 |
Filed as: FIRST REPUBLIC BANK Service code 27 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $3,227 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 6.24% | 3.77%+2.5pp | 6.70%-0.5pp | 13.05%-6.8pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |