Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 5976 W LAS POSITAS BLVD STE 124 · PLEASANTON, CA 94588 | Advisory (Plan) | $24,379 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $75,662 | $104,479-27.6% | $159,474-52.6% | $79,391-4.7% |
| Participation rate | 67.8% | 76.6%-8.8pp | 82.8%-15.0pp | 70.7%-2.9pp |
| Annual return | 20.26% | 67.98%-47.7pp | 263.68%-243.4pp | 116.88%-96.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $11,730 | $6,468+81.4% | $7,353+59.5% | $4,046+189.9% |
| Admin fee / account holder | $285 | $711-60.0% | $10,802-97.4% | $627-54.6% |