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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,798 |
MOSKAL GROSS ORCHOSKY1 year Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $27,472 |
MGO INVESTMENT ADVISORS5+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $26,064 |
MOSKAL GROSS ORCHOSKY5+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $5,468 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,584 | $89,652+99.2% | $141,197+26.5% | $65,186+174.0% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.5%+7.0pp | 70.2%+19.3pp |
| Annual return | 18.71% | 32.79%-14.1pp | 71.41%-52.7pp | 29.39%-10.7pp |
| Employer contribution / active EE | $6,829 | $3,065+122.8% | $4,736+44.2% | $2,177+213.7% |
| Participant deferral / active EE | $6,541 | $5,691+14.9% | $6,710-2.5% | $3,514+86.1% |
| Admin fee / account holder | $254 | $569-55.4% | $10,265-97.5% | $847-70.1% |