Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $308,003 |
BRYAN CAVE LLP4 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $38,216 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,150 |
HUBSPOT, INC.2 years Service code 38 · EIN 20-2632791 | Participant Communication | $10,800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,237 | $130,052-26.0% | $86,717+11.0% | $77,906+23.5% |
| Participation rate | 69.1% | 85.9%-16.9pp | 76.6%-7.5pp | 73.7%-4.6pp |
| Annual return | -22.78% | -12.73%-10.1pp | 35.97%-58.8pp | 12.16%-34.9pp |
| Employer contribution / active EE | $7,182 | $3,214+123.5% | $2,837+153.1% | $2,846+152.3% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $63 | $132-51.9% | $7,494-99.2% | $133-52.2% |