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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,178 |
MGO INVESTMENT ADVISORS6+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $53,791 |
MOSKAL GROSS ORCHOSKY6+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $13,305 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO INC. Service code 26 | Advisory (Participants) | $10,086 |
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 | $41,924 | $79,519-47.3% | $95,960-56.3% | $73,412-42.9% |
| Participation rate | 91.2% | 81.2%+10.0pp | 77.1%+14.1pp | 72.2%+19.0pp |
| Annual return | 12.15% | 19.20%-7.0pp | 91.63%-79.5pp | 59.30%-47.1pp |
| Employer contribution / active EE | $855 | $2,048-58.2% | $2,541-66.4% | $2,234-61.7% |
| Participant deferral / active EE | $1,599 | $4,138-61.4% | $4,167-61.6% | $3,806-58.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |