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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,269 |
MGO SECURITIES CORP2 years Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $13,965 |
MGO ONE SEVEN LLC2 years Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,197 |
MGO ONE SEVEN LLC2 years Filed as: MGO ONE SEVEN Service code 15 | Recordkeeping | $592 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,003 | $41,016-14.7% | $152,093-77.0% | $64,097-45.4% |
| Participation rate | 77.2% | 51.3%+25.8pp | 77.8%-0.6pp | 55.2%+22.0pp |
| Annual return | 11.80% | 39.60%-27.8pp | 66.36%-54.6pp | 34.64%-22.8pp |
| Employer contribution / active EE | $1,870 | $1,342+39.3% | $4,175-55.2% | $1,891-1.1% |
| Participant deferral / active EE | $1,561 | $1,927-19.0% | $5,451-71.4% | $3,080-49.3% |
| Admin fee / account holder | $45 | $2,305-98.0% | $14,497-99.7% | $3,454-98.7% |