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| Provider | Service type | Compensation |
|---|---|---|
MGO ONE SEVEN LLC1 year Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $31,298 |
MGO SECURITIES CORP1 year Service code 15 · EIN 37-1783986 24400 CHAGRIN BLVD STE 310 · BEACHWOOD, OH 44122 | Recordkeeping | $27,178 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $54,565 | $79,223-31.1% | $102,460-46.7% | $74,478-26.7% |
| Participation rate | 48.0% | 74.8%-26.8pp | 76.5%-28.5pp | 67.2%-19.3pp |
| Annual return | 11.48% | 54.98%-43.5pp | 29.47%-18.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $659 | $2,363-72.1% | $3,025-78.2% | $2,626-74.9% |
| Participant deferral / active EE | $1,671 | $4,417-62.2% | $5,056-67.0% | $4,350-61.6% |
| Admin fee / account holder | $202 | $2,003-89.9% | $9,460-97.9% | $1,946-89.6% |