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| Provider | Service type | Compensation |
|---|---|---|
MOSKAL GROSS ORCHOSKY7+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Recordkeeping | $289,349 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $179,237 |
MOSKAL GROSS ORCHOSKY7+ years Service code 15 | Recordkeeping | $24,494 |
MGO INVESTMENT ADVISORS7+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Advisory (Participants) | $0 |
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 | $41,611 | $50,151-17.0% | $149,717-72.2% | $80,149-48.1% |
| Participation rate | 25.2% | 64.3%-39.1pp | 78.8%-53.6pp | 72.9%-47.7pp |
| Annual return | 18.78% | 29.80%-11.0pp | 134.41%-115.6pp | 40.39%-21.6pp |
| Employer contribution / active EE | $171 | $1,867-90.9% | $4,820-96.5% | $2,977-94.3% |
| Participant deferral / active EE | $1,072 | $3,194-66.4% | $5,682-81.1% | $5,015-78.6% |
| Admin fee / account holder | $314 | $153+105.9% | $13,213-97.6% | $145+116.9% |