Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $734,038 |
BRYAN CAVE LLP3 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $51,102 |
PW PARTNERS1 year Filed as: GO 2 PARTNERS Service code 38 · EIN 36-4053683 | Participant Communication | $25,675 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $20,000 |
HUBSPOT, INC.1 year Filed as: HUBSPOT, INC Service code 38 · EIN 20-2632791 | Participant Communication | $11,873 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $11,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,356 | $161,802+22.0% | $96,564+104.4% | $96,393+104.7% |
| Participation rate | 65.4% | 92.5%-27.0pp | 76.0%-10.6pp | 71.3%-5.9pp |
| Annual return | 4.14% | 18.41%-14.3pp | 25.89%-21.7pp | 22.88%-18.7pp |
| Employer contribution / active EE | $4,263 | $5,381-20.8% | $2,967+43.7% | $3,239+31.6% |
| Participant deferral / active EE | $8,946 | $8,927+0.2% | $4,852+84.4% | $5,455+64.0% |
| Admin fee / account holder | $55 | $61-10.2% | $8,256-99.3% | $74-26.0% |