Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS3+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $50,000 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,486 |
MOSKAL GROSS ORCHOSKY3+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $27,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,483 | $69,305+37.8% | $82,312+16.0% | $69,631+37.1% |
| Participation rate | 0.4% | 80.3%-79.8pp | 76.9%-76.5pp | 70.7%-70.2pp |
| Annual return | 14.93% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $826 | $1,887-56.2% | $2,428-66.0% | $2,032-59.4% |
| Participant deferral / active EE | $1,568 | $3,568-56.1% | $3,706-57.7% | $3,224-51.4% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |