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| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 62-1605429 | Investment Management | $79,648 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 15 · EIN 62-6319489 | Recordkeeping | $10,585 |
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.
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 | $37,903 | $120,075-68.4% | $90,782-58.2% | $55,725-32.0% |
| Participation rate | 86.7% | 88.0%-1.3pp | 82.7%+4.1pp | 70.9%+15.9pp |
| Annual return | -9.51% | -3.47%-6.0pp | -3.42%-6.1pp | 244.93%-254.4pp |
| Employer contribution / active EE | $1,819 | $4,693-61.2% | $4,105-55.7% | $2,078-12.5% |
| Participant deferral / active EE | $3,780 | $6,826-44.6% | $5,366-29.6% | $3,356+12.7% |
| Admin fee / account holder | $320 | $111+187.0% | $5,908-94.6% | $115+177.7% |