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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,053 |
MGO INVESTMENT ADVISORS1+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $5,677 |
MOSKAL GROSS ORCHOSKY1+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $3,396 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,137 | $46,732-27.0% | $156,551-78.2% | $55,167-38.1% |
| Participation rate | 91.2% | 65.8%+25.4pp | 84.0%+7.2pp | 69.0%+22.3pp |
| Annual return | -0.12% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $3,378 | $2,105+60.5% | $5,501-38.6% | $1,963+72.1% |
| Participant deferral / active EE | $1,514 | $2,204-31.3% | $4,871-68.9% | $3,054-50.4% |
| Admin fee / account holder | $224 | $418-46.4% | $13,028-98.3% | $504-55.5% |