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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $41,956 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,339 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST REPUBLIC INVESTMENT MGMT9+ years Filed as: FIRST REPUBLIC SECURITIES Service code 28 · EIN 13-2741729 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Management | $0 |
Filed as: MORGAN STANLEY INVESTMENT ADVISORS Service code 60 · EIN 13-3680016 | Sub-TA Fees | $0 |
Filed as: STATE STREET CORPORATION Service code 60 · EIN 04-1867445 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,487 | $91,474+14.2% | $135,982-23.2% | $71,529+46.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.42% | 29.89%-16.5pp | 68.32%-54.9pp | 28.97%-15.6pp |
| Employer contribution / active EE | $10,254 | $3,705+176.7% | $4,859+111.0% | $2,590+295.9% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $230 | $1,267-81.9% | $10,767-97.9% | $1,588-85.5% |