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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC BANK Service code 26 · EIN 22-3623353 111 PINE STREET · SAN FRANCISCO, CA 941115602 | Advisory (Participants) | $13,660 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,145 | $132,326-25.8% | $60,906+61.1% | - |
| Participation rate | 93.9% | 75.5%+18.4pp | 73.1%+20.8pp | - |
| Annual return | -11.88% | -10.03%-1.8pp | 16.94%-28.8pp | - |
| Employer contribution / active EE | $5,225 | $2,503+108.7% | $2,703+93.3% | - |
| Participant deferral / active EE | $7,035 | $3,755+87.3% | $3,814+84.5% | - |
| Admin fee / account holder | $131 | $9,381-98.6% | $3,227-96.0% | - |