Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $636,190 |
MORGAN LEWIS1 year Filed as: MORGAN, LEWIS & BOCKLUS LLP Service code 29 · EIN 23-0891050 | Legal | $104,630 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $65,490 |
BRYAN CAVE LLP4 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $64,184 |
HUBSPOT, INC.2 years Filed as: HUBSPOT, INC Service code 38 · EIN 20-2632791 | Participant Communication | $11,873 |
Filed as: WILLIS TOWERS WATSON LLC Service code 16 · EIN 53-0181291 | Consulting | $9,375 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,751 | $159,391+53.6% | $102,460+138.9% | $99,313+146.4% |
| Participation rate | 76.2% | 88.6%-12.4pp | 76.5%-0.3pp | 71.7%+4.5pp |
| Annual return | 25.21% | 19.03%+6.2pp | 29.47%-4.3pp | 17.67%+7.5pp |
| Employer contribution / active EE | $4,546 | $4,207+8.1% | $3,025+50.3% | $3,264+39.3% |
| Participant deferral / active EE | $9,514 | $7,498+26.9% | $5,056+88.2% | $5,346+78.0% |
| Admin fee / account holder | $60 | $159-62.1% | $9,460-99.4% | $109-44.7% |