Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,833 |
MGO INVESTMENT ADVISORS2+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $6,975 |
MOSKAL GROSS ORCHOSKY2+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $4,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,606 | $55,453-16.0% | $170,435-72.7% | $62,293-25.2% |
| Participation rate | 81.6% | 66.4%+15.2pp | 83.6%-2.0pp | 69.5%+12.1pp |
| Annual return | 14.51% | 21.38%-6.9pp | 205.94%-191.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,744 | $2,164-19.4% | $5,432-67.9% | $2,042-14.6% |
| Participant deferral / active EE | $1,828 | $2,303-20.6% | $4,939-63.0% | $3,169-42.3% |
| Admin fee / account holder | $300 | $455-34.0% | $13,881-97.8% | $479-37.4% |