Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $352,539 |
BRYAN CAVE LLP3 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $64,779 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $16,800 |
HUBSPOT, INC.1 year Service code 38 · EIN 20-2632791 | Participant Communication | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,885 | $134,619-12.4% | $111,319+5.9% | $101,555+16.1% |
| Participation rate | 71.8% | 89.0%-17.2pp | 77.3%-5.5pp | 74.5%-2.7pp |
| Annual return | -0.80% | 17.96%-18.8pp | 54.68%-55.5pp | 21.00%-21.8pp |
| Employer contribution / active EE | $5,909 | $3,829+54.3% | $2,732+116.3% | $2,972+98.8% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,488-100.0% | $4,874-100.0% |
| Admin fee / account holder | $67 | $86-22.3% | $7,966-99.2% | $139-51.9% |