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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) | $23,931 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,609 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,345 | $176,120-18.0% | $159,487-9.5% | $167,553-13.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.94% | 331.95%-315.0pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $3,792 | $5,299-28.4% | $4,831-21.5% | $4,840-21.6% |
| Participant deferral / active EE | $19,849 | $7,752+156.1% | $7,354+169.9% | $6,343+212.9% |
| Admin fee / account holder | $30 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |