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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,560 |
MGO INVESTMENT ADVISORS4+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $27,958 |
MOSKAL GROSS ORCHOSKY4+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 | Recordkeeping | $27,958 |
MOSKAL GROSS ORCHOSKY4+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $3,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $163,355 | $73,102+123.5% | $123,553+32.2% | $56,289+190.2% |
| Participation rate | 94.9% | 74.3%+20.6pp | 82.3%+12.6pp | 69.9%+25.1pp |
| Annual return | -2.76% | 3.01%-5.8pp | 119.21%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $7,614 | $2,977+155.7% | $4,628+64.5% | $2,111+260.6% |
| Participant deferral / active EE | $6,821 | $5,423+25.8% | $6,426+6.2% | $3,350+103.6% |
| Admin fee / account holder | $443 | $554-20.0% | $9,284-95.2% | $521-15.0% |