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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,687 |
MOSKAL GROSS ORCHOSKY2 years Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $62,498 |
MGO INVESTMENT ADVISORS6+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $26,755 |
MOSKAL GROSS ORCHOSKY6+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $17,980 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,464 | $99,957+81.5% | $149,745+21.2% | $73,497+146.9% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 16.76% | 53.87%-37.1pp | 276.72%-260.0pp | 28.51%-11.8pp |
| Employer contribution / active EE | $8,362 | $3,191+162.0% | $4,646+80.0% | $2,270+268.4% |
| Participant deferral / active EE | $8,028 | $6,073+32.2% | $6,843+17.3% | $3,740+114.7% |
| Admin fee / account holder | $581 | $551+5.5% | $9,312-93.8% | $513+13.3% |