Filed September 20, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC BANK Service code 26 · EIN 22-3623353 | Advisory (Participants) | $2,414,140 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $415,205 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $235,059 |
ARROWSTREET CAPITAL2 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $53,130 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $6,151 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,703 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 3.63% | 13.54%-9.9pp | 13.48%-9.9pp | 16.32%-12.7pp |
| Employer contribution / active EE | $157,187 | $37,659+317.4% | $47,067+234.0% | $17,007+824.3% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |