Filed April 20, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 51 · EIN 22-3623353 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $15,619 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $13,360 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 51 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $4,099 |
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 | $49,772 | $71,873-30.8% | $86,698-42.6% | $68,490-27.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.56% | 3.54%-19.1pp | 35.96%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,318 | $2,173-39.4% | $2,837-53.5% | $2,597-49.2% |
| Participant deferral / active EE | $8,236 | $3,779+117.9% | $4,656+76.9% | $4,028+104.5% |
| Admin fee / account holder | $249 | $6,110-95.9% | $7,492-96.7% | $5,403-95.4% |