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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,472 |
MGO INVESTMENT ADVISORS7+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $8,468 |
MOSKAL GROSS ORCHOSKY7+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,844 | $65,092-37.3% | $143,799-71.6% | $66,938-39.0% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.3pp | 69.8%-2.8pp |
| Annual return | -14.09% | -11.14%-3.0pp | -0.04%-14.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,870 | $2,362+21.5% | $4,952-42.0% | $2,545+12.8% |
| Participant deferral / active EE | $1,074 | $2,920-63.2% | $5,638-81.0% | $4,238-74.7% |
| Admin fee / account holder | $276 | $502-45.1% | $14,677-98.1% | $594-53.5% |