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| Provider | Service type | Compensation |
|---|---|---|
FIRST REPUBLIC INVESTMENT MGMT5+ 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 | $98,377 | $89,652+9.7% | $141,197-30.3% | $65,186+50.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.69% | 32.79%-13.1pp | 71.41%-51.7pp | 29.39%-9.7pp |
| Employer contribution / active EE | $8,894 | $3,065+190.2% | $4,736+87.8% | $2,177+308.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $490 | $569-13.8% | $10,265-95.2% | $847-42.1% |