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| Provider | Service type | Compensation |
|---|---|---|
MGO ONE SEVEN LLC2 years Filed as: MGO ONESEVEN INC Service code 15 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Recordkeeping | $345,660 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $203,304 |
MGO ONE SEVEN LLC2 years Filed as: MGO ONESEVEN Service code 15 | Recordkeeping | $88,561 |
28 funds of $250K or more; 73 lines in all, holding $47.5M of the plan's $61.1M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, collective trust, 3% of fund dollars
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.