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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,038 |
MGO INVESTMENT ADVISORS4+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $23,298 |
MOSKAL GROSS ORCHOSKY4+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $8,397 |
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 | $34,470 | $65,118-47.1% | $76,768-55.1% | $55,725-38.1% |
| Participation rate | 98.3% | 79.6%+18.7pp | 77.0%+21.3pp | 70.9%+27.5pp |
| Annual return | -5.78% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $906 | $1,941-53.3% | $2,485-63.6% | $2,078-56.4% |
| Participant deferral / active EE | $1,656 | $3,688-55.1% | $3,852-57.0% | $3,356-50.6% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |