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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC BANK Service code 26 · EIN 22-3623353 | Advisory (Participants) | $27,291 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,641 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $13,000 |
Service code 16 · EIN 26-1233837 | Consulting | $2,701 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,469 | $69,771+72.7% | $67,524+78.4% | $74,400+61.9% |
| Participation rate | 89.5% | 71.4%+18.2pp | 72.9%+16.6pp | 67.2%+22.3pp |
| Annual return | 16.44% | -40.49%+56.9pp | 3519.41%-3503.0pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $5,537 | $2,710+104.3% | $2,734+102.5% | $2,624+111.0% |
| Participant deferral / active EE | $7,349 | $3,638+102.0% | $4,001+83.7% | $4,348+69.0% |
| Admin fee / account holder | $309 | $889-65.2% | $4,001-92.3% | $1,944-84.1% |