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| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS1+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $47,486 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,737 |
MOSKAL GROSS ORCHOSKY1+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $22,361 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,202 | $72,770-68.1% | $67,652-65.7% | $55,191-58.0% |
| Participation rate | 90.1% | 78.8%+11.3pp | 75.7%+14.5pp | 69.2%+21.0pp |
| Annual return | -0.41% | -3.26%+2.9pp | 6625.40%-6625.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $750 | $1,769-57.6% | $2,266-66.9% | $1,899-60.5% |
| Participant deferral / active EE | $1,149 | $3,408-66.3% | $3,560-67.7% | $3,046-62.3% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |