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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $124,890 |
MOSKAL GROSS ORCHOSKY9+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $42,863 |
MGO INVESTMENT ADVISORS9+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $21,777 |
MOSKAL GROSS ORCHOSKY5 years Filed as: MOSKAL GROSS ORCHOSKY, INC Service code 15 | Recordkeeping | $14,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,888 | $91,474+85.7% | $135,982+24.9% | $71,529+137.5% |
| Participation rate | 91.9% | 75.7%+16.2pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 14.28% | 29.89%-15.6pp | 68.32%-54.0pp | 28.97%-14.7pp |
| Employer contribution / active EE | $9,251 | $3,705+149.7% | $4,859+90.4% | $2,590+257.2% |
| Participant deferral / active EE | $9,103 | $7,095+28.3% | $7,760+17.3% | $4,291+112.1% |
| Admin fee / account holder | $692 | $1,267-45.4% | $10,767-93.6% | $1,588-56.4% |