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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,948 |
MGO INVESTMENT ADVISORS8+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $7,256 |
MOSKAL GROSS ORCHOSKY8+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $5,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,828 | $61,356-31.8% | $149,696-72.1% | $71,511-41.5% |
| Participation rate | 68.0% | 62.5%+5.5pp | 78.8%-10.8pp | 67.9%0pp |
| Annual return | 11.98% | 35.86%-23.9pp | 134.46%-122.5pp | 28.86%-16.9pp |
| Employer contribution / active EE | $1,396 | $2,382-41.4% | $4,821-71.1% | $2,589-46.1% |
| Participant deferral / active EE | $1,196 | $2,920-59.0% | $5,682-78.9% | $4,291-72.1% |
| Admin fee / account holder | $242 | $1,263-80.8% | $13,212-98.2% | $1,588-84.8% |