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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $81,632 |
MGO INVESTMENT ADVISORS9+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $62,457 |
MOSKAL GROSS ORCHOSKY9+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $12,174 |
MGO INVESTMENT ADVISORS5 years Filed as: MGO INC. Service code 26 | Advisory (Participants) | $11,711 |
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 | $34,685 | $99,168-65.0% | $96,576-64.1% | $74,440-53.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 14.86% | 22.40%-7.5pp | 25.87%-11.0pp | 34.37%-19.5pp |
| Employer contribution / active EE | $1,017 | $2,570-60.4% | $2,965-65.7% | $2,638-61.4% |
| Participant deferral / active EE | $1,910 | $4,936-61.3% | $4,851-60.6% | $4,529-57.8% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |