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| Provider | Service type | Compensation |
|---|---|---|
MOON CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 62-1605429 | Investment Management | $133,686 |
SVRPC, INC.3 years Service code 15 · EIN 62-6319489 | Recordkeeping | $18,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,576 | $331,159-84.7% | $112,899-55.2% | $74,460-32.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.5%+19.5pp | 70.7%+29.3pp |
| Annual return | 21.00% | 21.62%-0.6pp | 34.11%-13.1pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,618 | $5,469-52.1% | $4,566-42.7% | $2,638-0.8% |
| Participant deferral / active EE | $5,387 | $8,097-33.5% | $6,516-17.3% | $4,530+18.9% |
| Admin fee / account holder | $340 | $281+21.1% | $7,047-95.2% | $348-2.2% |