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 REPUBLICINVESTMENT MANAGEMENT Service code 51 · EIN 22-3623353 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $21,672 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $16,177 |
Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DRIVE · KINGWOOD, TX 77339 | Recordkeeping | $2,606 |
Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Consulting | $3 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,909 | $76,112-37.1% | $96,544-50.4% | $71,529-33.0% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.0pp | 67.9%+31.1pp |
| Annual return | 11.99% | 22.80%-10.8pp | 25.88%-13.9pp | 28.97%-17.0pp |
| Employer contribution / active EE | $38 | $2,248-98.3% | $2,966-98.7% | $2,590-98.5% |
| Participant deferral / active EE | $6,710 | $4,217+59.1% | $4,851+38.3% | $4,291+56.3% |
| Admin fee / account holder | $293 | $2,708-89.2% | $8,254-96.4% | $1,588-81.5% |