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| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS3 years Filed as: MGO Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $25,148 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,035 |
MGO INVESTMENT ADVISORS6+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $10,850 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO INC. Service code 15 | Recordkeeping | $2,035 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,876 | $60,124-37.0% | $90,404-58.1% | $79,858-52.6% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.6pp |
| Annual return | 9.36% | 71.94%-62.6pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,185 | $2,938-59.7% | $3,963-70.1% | $3,740-68.3% |
| Admin fee / account holder | $785 | $3,976-80.2% | $5,611-86.0% | $5,306-85.2% |