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| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS2+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $45,448 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,065 |
MOSKAL GROSS ORCHOSKY2+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $28,311 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,517 | $63,905-55.4% | $74,184-61.6% | $57,658-50.5% |
| Participation rate | 96.2% | 79.8%+16.5pp | 76.6%+19.6pp | 70.2%+26.0pp |
| Annual return | 8.13% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $801 | $1,840-56.5% | $2,370-66.2% | $1,974-59.4% |
| Participant deferral / active EE | $1,231 | $3,448-64.3% | $3,550-65.3% | $3,061-59.8% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |