Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $865,699 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $46,344 |
HUBSPOT, INC.1 year Filed as: HUBSPOT INC Service code 38 · EIN 20-2632791 | Participant Communication | $10,800 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,800 |
GO2 PARTNERS, INC.1 year Filed as: GO2 PARTNERS Service code 38 · EIN 36-4053683 | Participant Communication | $6,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $213,549 | $171,796+24.3% | $111,319+91.8% | $106,520+100.5% |
| Participation rate | 66.0% | 88.6%-22.6pp | 77.3%-11.3pp | 71.3%-5.3pp |
| Annual return | 20.06% | 18.62%+1.4pp | 54.68%-34.6pp | 19.28%+0.8pp |
| Employer contribution / active EE | $2,965 | $4,687-36.7% | $2,732+8.6% | $2,840+4.4% |
| Participant deferral / active EE | $6,875 | $7,845-12.4% | $4,488+53.2% | $4,948+38.9% |
| Admin fee / account holder | $50 | $69-27.6% | $7,966-99.4% | $75-32.6% |