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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,269 |
MGO SECURITIES CORP1 year Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $13,965 |
MGO ONE SEVEN LLC1 year Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,197 |
MGO ONE SEVEN LLC1 year Filed as: MGO ONE SEVEN Service code 15 | Recordkeeping | $592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,213 | $55,423-34.7% | $155,602-76.7% | $74,400-51.3% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-3.0pp | 67.2%+8.0pp |
| Annual return | 15.47% | 269.07%-253.6pp | 64.81%-49.3pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $1,490 | $2,266-34.2% | $4,675-68.1% | $2,624-43.2% |
| Participant deferral / active EE | $1,273 | $2,835-55.1% | $5,629-77.4% | $4,348-70.7% |
| Admin fee / account holder | $141 | $1,744-91.9% | $15,923-99.1% | $1,944-92.8% |