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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $77,970 |
MGO INVESTMENT ADVISORS5+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $48,927 |
MOSKAL GROSS ORCHOSKY5+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $15,318 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO INC. Service code 26 | Advisory (Participants) | $9,174 |
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 | $41,469 | $73,404-43.5% | $87,104-52.4% | $67,579-38.6% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.9%+18.7pp | 71.3%+24.3pp |
| Annual return | 20.29% | 48.29%-28.0pp | 28.19%-7.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $857 | $2,014-57.4% | $2,521-66.0% | $2,148-60.1% |
| Participant deferral / active EE | $1,550 | $3,913-60.4% | $4,048-61.7% | $3,539-56.2% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |