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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) | $18,415 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,385 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,915 | $46,596+131.6% | $64,099+68.4% | $75,181+43.5% |
| Participation rate | 94.8% | 65.9%+28.9pp | 72.3%+22.5pp | 67.2%+27.6pp |
| Annual return | 13.58% | 26.04%-12.5pp | 33.70%-20.1pp | 160.69%-147.1pp |
| Employer contribution / active EE | $6,300 | $1,975+219.0% | $2,748+129.2% | $2,671+135.9% |
| Participant deferral / active EE | $8,181 | $2,837+188.3% | $3,881+110.8% | $4,126+98.3% |
| Admin fee / account holder | $179 | $2,954-93.9% | $3,070-94.2% | $5,650-96.8% |