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| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 62-1605429 | Investment Management | $92,718 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW RETIREMENT PLAN CONSULTANT Service code 15 · EIN 62-6319489 | Recordkeeping | $13,700 |
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.
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.
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 | $44,762 | $160,088-72.0% | $112,977-60.4% | $73,412-39.0% |
| Participation rate | 89.7% | 90.7%-1.0pp | 82.6%+7.1pp | 72.2%+17.5pp |
| Annual return | 3.33% | 17.93%-14.6pp | 24.24%-20.9pp | 59.30%-56.0pp |
| Employer contribution / active EE | $1,871 | $5,200-64.0% | $4,255-56.0% | $2,234-16.3% |
| Participant deferral / active EE | $3,866 | $8,024-51.8% | $5,836-33.7% | $3,806+1.6% |
| Admin fee / account holder | $320 | $133+141.1% | $6,294-94.9% | $158+102.6% |