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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $145,917 |
MOSKAL GROSS ORCHOSKY8+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $43,100 |
MGO INVESTMENT ADVISORS8+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $22,613 |
MOSKAL GROSS ORCHOSKY4 years Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $17,301 |
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 | $153,493 | $84,499+81.6% | $125,391+22.4% | $66,949+129.3% |
| Participation rate | 97.4% | 76.4%+20.9pp | 82.4%+15.0pp | 69.8%+27.5pp |
| Annual return | -14.65% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.2pp |
| Employer contribution / active EE | $12,512 | $3,554+252.1% | $4,816+159.8% | $2,545+391.5% |
| Participant deferral / active EE | $13,688 | $6,785+101.7% | $7,448+83.8% | $4,239+222.9% |
| Admin fee / account holder | $655 | $685-4.4% | $10,009-93.5% | $594+10.3% |