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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC SECURITIES Service code 21 · EIN 91-2076555 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Bank Trustee | $13,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,664 | $63,346-75.3% | $92,240-83.0% | $70,126-77.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.25% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,654 | $2,471-33.1% | $3,680-55.1% | $2,343-29.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $510 | $3,841-86.7% | $5,194-90.2% | $4,645-89.0% |