Filed October 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $23,465 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $16,895 |
REDWOOD PENSIONS, LLC1 year Service code 15 · EIN 27-2431450 | Recordkeeping | $7,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,354 | $88,515-42.0% | $162,163-68.3% | $67,579-24.0% |
| Participation rate | 64.6% | 86.8%-22.2pp | 87.6%-23.0pp | 71.3%-6.7pp |
| Annual return | 79.63% | 27.04%+52.6pp | 115.59%-36.0pp | 378.56%-298.9pp |
| Employer contribution / active EE | $1,584 | $3,563-55.5% | $5,614-71.8% | $2,148-26.2% |
| Participant deferral / active EE | $3,709 | $5,724-35.2% | $7,298-49.2% | $3,539+4.8% |
| Admin fee / account holder | $248 | $124+100.2% | $10,843-97.7% | $142+74.0% |