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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL Service code 99 · EIN 47-5067434 | Other Fees | $0 |
Service code 49 · EIN 93-0998477 1193 ROYVONNE STE 22 · SALEM, OR 97302 | Other Services | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,448 | $45,602+30.4% | $117,533-49.4% | $66,938-11.2% |
| Participation rate | 39.8% | 57.6%-17.8pp | 70.6%-30.8pp | 69.8%-30.0pp |
| Annual return | -17.18% | -16.74%-0.4pp | 29.77%-47.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,185 | $1,579-25.0% | $4,179-71.7% | $2,545-53.5% |
| Participant deferral / active EE | $2,390 | $2,845-16.0% | $4,072-41.3% | $4,238-43.6% |
| Admin fee / account holder | $5 | $661-99.3% | $5,647-99.9% | $594-99.2% |