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| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 62-1605429 | Investment Management | $59,387 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 15 · EIN 62-6319489 | Recordkeeping | $11,530 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,288 | $122,709-69.6% | $88,497-57.9% | $57,658-35.3% |
| Participation rate | 86.2% | 89.9%-3.7pp | 82.4%+3.8pp | 70.2%+16.0pp |
| Annual return | 8.03% | 10.63%-2.6pp | 7.63%+0.4pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,391 | $4,531-69.3% | $4,036-65.5% | $1,974-29.5% |
| Participant deferral / active EE | $2,832 | $6,704-57.8% | $4,899-42.2% | $3,061-7.5% |
| Admin fee / account holder | $272 | $93+193.7% | $6,220-95.6% | $95+187.8% |