Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 62-1605429 | Investment Management | $84,509 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 15 · EIN 62-6319489 | Recordkeeping | $11,450 |
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 | $43,627 | $174,559-75.0% | $105,387-58.6% | $67,579-35.4% |
| Participation rate | 88.2% | 88.2%0pp | 82.6%+5.6pp | 71.3%+16.9pp |
| Annual return | 21.55% | 23.63%-2.1pp | 26.82%-5.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,732 | $4,874-64.5% | $4,213-58.9% | $2,148-19.4% |
| Participant deferral / active EE | $3,575 | $7,563-52.7% | $5,502-35.0% | $3,539+1.0% |
| Admin fee / account holder | $294 | $270+8.8% | $6,559-95.5% | $142+106.7% |