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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,269 |
MGO SECURITIES CORP2 years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $13,965 |
MGO ONE SEVEN LLC2 years Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,197 |
MGO ONE SEVEN LLC2 years Filed as: MGO ONE SEVEN Service code 15 | Recordkeeping | $592 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,003 | $45,343-22.8% | $150,298-76.7% | $67,986-48.5% |
| Participation rate | 77.2% | 51.9%+25.3pp | 77.8%-0.6pp | 57.2%+20.0pp |
| Annual return | 11.80% | 33.28%-21.5pp | 62.79%-51.0pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,870 | $1,462+27.9% | $4,154-55.0% | $2,019-7.4% |
| Participant deferral / active EE | $1,561 | $2,055-24.0% | $5,453-71.4% | $3,358-53.5% |
| Admin fee / account holder | $45 | $2,250-98.0% | $14,116-99.7% | $3,203-98.6% |