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| Provider | Service type | Compensation |
|---|---|---|
FIRST REPUBLIC INVESTMENT MGMT6+ 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 | $105,799 | $99,957+5.8% | $149,745-29.3% | $73,497+44.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.22% | 53.87%-42.6pp | 276.72%-265.5pp | 28.51%-17.3pp |
| Employer contribution / active EE | $9,377 | $3,191+193.8% | $4,646+101.8% | $2,270+313.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $523 | $551-5.1% | $9,312-94.4% | $513+1.9% |