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| Provider | Service type | Compensation |
|---|---|---|
FIRST REPUBLIC INVESTMENT MGMT7+ 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,141 | $104,479+15.0% | $159,474-24.7% | $79,391+51.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.79% | 67.98%-53.2pp | 263.68%-248.9pp | 116.88%-102.1pp |
| Employer contribution / active EE | $9,545 | $3,417+179.3% | $4,831+97.6% | $2,428+293.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $551 | $711-22.5% | $10,802-94.9% | $627-12.0% |