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| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC11+ years Service code 28 · EIN 62-1605429 | Investment Management | $226,974 |
SVRPC, INC.5 years Service code 15 · EIN 62-6319489 | Recordkeeping | $18,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,658 | $197,941-64.3% | $100,534-29.7% | $85,563-17.4% |
| Participation rate | 90.7% | 83.8%+6.9pp | 80.6%+10.1pp | 66.0%+24.7pp |
| Annual return | 9.91% | 21.00%-11.1pp | 32.66%-22.8pp | 31.51%-21.6pp |
| Employer contribution / active EE | $2,606 | $7,157-63.6% | $4,346-40.0% | $2,654-1.8% |
| Participant deferral / active EE | $5,397 | $9,061-40.4% | $6,144-12.2% | $4,375+23.4% |
| Admin fee / account holder | $491 | $1,158-57.6% | $7,654-93.6% | $834-41.2% |