Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $564,005 |
HUBSPOT, INC.2 years Service code 38 · EIN 20-2632791 | Participant Communication | $10,800 |
GO2 PARTNERS, INC.1 year Service code 38 · EIN 36-4053683 | Participant Communication | $7,742 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,235 | $106,087-63.0% | $86,717-54.8% | $78,104-49.8% |
| Participation rate | 77.1% | 89.6%-12.5pp | 76.6%+0.5pp | 74.5%+2.6pp |
| Annual return | -19.20% | -14.87%-4.3pp | 35.97%-55.2pp | 10.90%-30.1pp |
| Employer contribution / active EE | $1,248 | $4,110-69.6% | $2,837-56.0% | $3,128-60.1% |
| Participant deferral / active EE | $2,583 | $6,851-62.3% | $4,657-44.5% | $5,089-49.2% |
| Admin fee / account holder | $54 | $81-34.1% | $7,494-99.3% | $79-32.2% |