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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,640 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN Service code 15 | Recordkeeping | $3,320 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN INC Service code 15 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Recordkeeping | $3,320 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN INVESTMENT ADVISORS Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Advisory (Participants) | $3,320 |
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.)
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 | $43,994 | $53,204-17.3% | $155,556-71.7% | $200,096-78.0% |
| Participation rate | 24.2% | 64.1%-39.9pp | 78.2%-54.0pp | 72.0%-47.8pp |
| Annual return | 15.02% | 41.02%-26.0pp | 64.84%-49.8pp | 34.26%-19.2pp |
| Employer contribution / active EE | $15 | $1,850-99.2% | $4,675-99.7% | $3,038-99.5% |
| Participant deferral / active EE | $987 | $3,163-68.8% | $5,631-82.5% | $5,090-80.6% |
| Admin fee / account holder | $374 | $186+101.6% | $15,885-97.6% | $269+39.1% |