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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $101,159 |
MOSKAL GROSS ORCHOSKY3 years Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $78,426 |
MGO INVESTMENT ADVISORS7+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $38,303 |
MOSKAL GROSS ORCHOSKY7+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $20,969 |
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 | $197,336 | $104,497+88.8% | $159,487+23.7% | $79,389+148.6% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 14.87% | 67.98%-53.1pp | 263.71%-248.8pp | 116.89%-102.0pp |
| Employer contribution / active EE | $8,331 | $3,418+143.8% | $4,831+72.4% | $2,428+243.1% |
| Participant deferral / active EE | $8,642 | $6,468+33.6% | $7,354+17.5% | $4,046+113.6% |
| Admin fee / account holder | $670 | $711-5.9% | $10,804-93.8% | $626+6.9% |