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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,501 |
MGO INVESTMENT ADVISORS4+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $8,602 |
MOSKAL GROSS ORCHOSKY4+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $3,011 |
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.)
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 | $48,327 | $52,961-8.8% | $172,752-72.0% | $65,185-25.9% |
| Participation rate | 61.9% | 66.2%-4.3pp | 82.6%-20.7pp | 70.2%-8.3pp |
| Annual return | 3.37% | 30.12%-26.8pp | 802.97%-799.6pp | 29.38%-26.0pp |
| Employer contribution / active EE | $2,334 | $2,190+6.6% | $5,144-54.6% | $2,177+7.2% |
| Participant deferral / active EE | $1,184 | $2,471-52.1% | $5,198-77.2% | $3,514-66.3% |
| Admin fee / account holder | $323 | $472-31.6% | $13,955-97.7% | $847-61.9% |