Filed August 9, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ROBERTSON STEPHENS1 year Filed as: ROBERTSON STEPHENS WEALTH MGMT Service code 16 · EIN 82-2497219 455 MARKET ST · SAN FRANCISCO, CA 941052442 | Consulting | $35,920 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $30,985 |
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 | $54,371 | $36,904+47.3% | $158,223-65.6% | $65,191-16.6% |
| Participation rate | 98.0% | 62.1%+35.9pp | 79.2%+18.8pp | 63.0%+35.0pp |
| Annual return | 8.83% | 24.43%-15.6pp | 52.09%-43.3pp | 51.24%-42.4pp |
| Employer contribution / active EE | $7,628 | $1,489+412.2% | $4,109+85.6% | $2,400+217.8% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $143 | $793-81.9% | $16,047-99.1% | $907-84.2% |