Filed August 29, 2018 (most recent of 6 filings on file)
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,751 | $159,391+53.6% | $102,423+139.0% | $99,062+147.1% |
| Participation rate | 76.2% | 88.6%-12.4pp | 76.5%-0.3pp | 71.6%+4.6pp |
| Annual return | 25.21% | 19.03%+6.2pp | 29.32%-4.1pp | 17.66%+7.6pp |
| Employer contribution / active EE | $4,546 | $4,207+8.1% | $3,023+50.4% | $3,262+39.4% |
| Participant deferral / active EE | $9,514 | $7,498+26.9% | $5,053+88.3% | $5,331+78.4% |
| Admin fee / account holder | $60 | $159-62.1% | $9,451-99.4% | $109-44.6% |