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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,105 |
MGO INVESTMENT ADVISORS3+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $8,701 |
MOSKAL GROSS ORCHOSKY3+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $4,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,486 | $47,977+21.9% | $154,108-62.0% | $56,289+3.9% |
| Participation rate | 68.6% | 66.2%+2.4pp | 83.0%-14.5pp | 69.9%-1.3pp |
| Annual return | 10.25% | 3.54%+6.7pp | 735.21%-725.0pp | -9.96%+20.2pp |
| Employer contribution / active EE | $1,790 | $2,169-17.4% | $5,298-66.2% | $2,111-15.2% |
| Participant deferral / active EE | $1,759 | $2,392-26.5% | $5,081-65.4% | $3,350-47.5% |
| Admin fee / account holder | $399 | $438-8.8% | $13,411-97.0% | $521-23.3% |