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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 |
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 | $43,496-19.5% | $161,489-78.3% | $64,340-45.6% |
| Participation rate | 77.2% | 53.5%+23.7pp | 78.7%-1.5pp | 55.2%+21.9pp |
| Annual return | 11.80% | 20.76%-9.0pp | 89.72%-77.9pp | 24.14%-12.3pp |
| Employer contribution / active EE | $1,870 | $1,431+30.7% | $4,268-56.2% | $1,862+0.4% |
| Participant deferral / active EE | $1,561 | $1,996-21.8% | $5,630-72.3% | $2,980-47.6% |
| Admin fee / account holder | $45 | $2,330-98.1% | $16,006-99.7% | $3,703-98.8% |