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| Provider | Service type | Compensation |
|---|---|---|
MOSKAL GROSS ORCHOSKY1+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $23,950 |
MGO INVESTMENT ADVISORS1+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $7,990 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,995 |
MOSKAL GROSS ORCHOSKY1+ years Service code 15 | Recordkeeping | $3,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $22,994 | $41,854-45.1% | $73,836-68.9% | $52,331-56.1% |
| Participation rate | 62.8% | 66.2%-3.5pp | 73.4%-10.7pp | 68.1%-5.3pp |
| Annual return | -1.70% | 2.11%-3.8pp | 2268.06%-2269.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $176 | $1,920-90.8% | $2,787-93.7% | $1,882-90.6% |
| Participant deferral / active EE | $1,537 | $2,498-38.5% | $3,583-57.1% | $3,022-49.1% |
| Admin fee / account holder | $355 | $493-28.0% | $4,882-92.7% | $592-40.1% |