Filed October 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $34,089 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $29,447 |
REDWOOD PENSIONS, LLC4 years Service code 15 · EIN 27-2431450 | Recordkeeping | $10,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,959 | $86,897-31.0% | $151,611-60.5% | $64,808-7.5% |
| Participation rate | 67.6% | 87.3%-19.7pp | 87.5%-19.9pp | 71.5%-3.9pp |
| Annual return | -6.04% | -3.57%-2.5pp | 3.33%-9.4pp | 32.82%-38.9pp |
| Employer contribution / active EE | $2,414 | $4,010-39.8% | $6,166-60.9% | $2,506-3.7% |
| Participant deferral / active EE | $5,465 | $6,690-18.3% | $8,363-34.7% | $4,310+26.8% |
| Admin fee / account holder | $289 | $153+88.7% | $11,616-97.5% | $188+53.7% |