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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 | $46,688-25.0% | $189,758-81.6% | $69,733-49.8% |
| Participation rate | 77.2% | 61.7%+15.5pp | 79.8%-2.6pp | 62.5%+14.7pp |
| Annual return | 11.80% | 14.35%-2.6pp | 52.62%-40.8pp | 15.22%-3.4pp |
| Employer contribution / active EE | $1,870 | $1,695+10.3% | $4,767-60.8% | $2,250-16.9% |
| Participant deferral / active EE | $1,561 | $2,143-27.1% | $5,856-73.3% | $3,054-48.9% |
| Admin fee / account holder | $45 | $1,700-97.3% | $20,388-99.8% | $3,102-98.5% |