Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $227,075 |
BRYAN CAVE LLP5 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $39,338 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $13,825 |
HUBSPOT, INC.1 year Filed as: HUBSPOT, INC Service code 38 · EIN 20-2632791 | Participant Communication | $11,873 |
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 | $101,599 | $104,544-2.8% | $96,564+5.2% | $80,187+26.7% |
| Participation rate | 62.2% | 86.4%-24.2pp | 76.0%-13.8pp | 72.9%-10.8pp |
| Annual return | -8.92% | 21.79%-30.7pp | 25.89%-34.8pp | 40.40%-49.3pp |
| Employer contribution / active EE | $6,478 | $3,527+83.6% | $2,967+118.3% | $2,980+117.4% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $59 | $107-44.9% | $8,256-99.3% | $145-59.4% |