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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $87,171 |
MGO INVESTMENT ADVISORS8+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $69,443 |
MOSKAL GROSS ORCHOSKY8+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $18,588 |
MGO INVESTMENT ADVISORS4 years Filed as: MGO INC. Service code 26 | Advisory (Participants) | $13,021 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,557 | $72,303-52.2% | $86,698-60.1% | $64,819-46.7% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -15.41% | 392.77%-408.2pp | 35.95%-51.4pp | 32.84%-48.2pp |
| Employer contribution / active EE | $899 | $2,393-62.4% | $2,837-68.3% | $2,507-64.1% |
| Participant deferral / active EE | $1,752 | $4,660-62.4% | $4,656-62.4% | $4,311-59.3% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |