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| Provider | Service type | Compensation |
|---|---|---|
FIRST REPUBLIC INVESTMENT MGMT3+ years Filed as: FIRST REPUBLIC SECURITIES Service code 28 · EIN 13-2741729 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,020 | $80,753+2.8% | $136,298-39.1% | $62,293+33.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.54% | 35.83%-22.3pp | 5156.27%-5142.7pp | 28.90%-15.4pp |
| Employer contribution / active EE | $8,279 | $2,884+187.1% | $4,696+76.3% | $2,042+305.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $476 | $525-9.3% | $9,244-94.8% | $479-0.6% |