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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.6 years Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $5,011 |
Filed as: FIRST REPUBLIC BANK Service code 27 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $4,609 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.5%-44.5pp |
| Annual return | -17.86% | 0.10%-18.0pp | -4.80%-13.1pp | -14.65%-3.2pp |
| Employer contribution / active EE | $55,086 | $45,650+20.7% | $30,897+78.3% | $46,321+18.9% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |