Filed August 1, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,551 |
MOSKAL GROSS ORCHOSKY2+ years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $32,402 |
MGO INVESTMENT ADVISORS2+ years Filed as: MGO INVESTMENT ADVISORY INC Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 44122 | Advisory (Participants) | $31,642 |
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 | $83,369 | $52,467+58.9% | $57,196+45.8% | $55,167+51.1% |
| Participation rate | 99.4% | 75.8%+23.6pp | 75.3%+24.1pp | 69.0%+30.4pp |
| Annual return | 9.24% | 7.72%+1.5pp | 14.59%-5.4pp | 169.23%-160.0pp |
| Employer contribution / active EE | $3,912 | $2,477+57.9% | $2,683+45.8% | $1,963+99.3% |
| Participant deferral / active EE | $4,885 | $2,830+72.6% | $3,096+57.8% | $3,054+59.9% |
| Admin fee / account holder | $252 | $269-6.2% | $3,141-92.0% | $504-49.9% |