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| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS1+ years Filed as: MGO INVESTMENT ADVISORS, INC. Service code 26 24400 CHAGRIN BLVD SUITE 310 · BEACHWOOD, OH 44122 | Advisory (Participants) | $27,780 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $15,595 |
PEOPLES SERVICES, INC.1+ years Service code 99 · EIN 34-1692443 | Other Fees | $13,366 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST SERVICES Service code 21 5140 COMMERCE CIRCLE · INDIANAPOLIS, ID 46237 | Bank Trustee | $12,000 |
THE 415 GROUP1+ years Filed as: 415 GROUP, INC. Service code 10 · EIN 34-1341400 | Accounting | $7,000 |
GBQ CONSULTING1+ years Service code 34 230 WEST STREET · COLUMBUS, OH 43215 | Valuation (appraisals, etc.) | $6,800 |
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 | $21,093 | $39,458-46.5% | $60,547-65.2% | $55,191-61.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | 8.49% | 3.35%+5.1pp | 335.64%-327.2pp | 10.78%-2.3pp |
| Employer contribution / active EE | $2,439 | $1,210+101.6% | $2,419+0.8% | $1,899+28.5% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $271 | $95+184.6% | $4,536-94.0% | $91+198.3% |