Filed March 3, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MGO ONE SEVEN LLC2 years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $37,973 |
MGO ONE SEVEN LLC1 year Filed as: MGO ONE SEVEN Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $22,128 |
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,740 | $79,209-49.8% | $102,434-61.2% | $74,459-46.6% |
| Participation rate | 70.3% | 74.8%-4.4pp | 76.5%-6.2pp | 67.2%+3.1pp |
| Annual return | 12.36% | 54.98%-42.6pp | 29.46%-17.1pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,351 | $2,362-42.8% | $3,023-55.3% | $2,626-48.6% |
| Participant deferral / active EE | $2,897 | $4,417-34.4% | $5,055-42.7% | $4,350-33.4% |
| Admin fee / account holder | $363 | $2,002-81.9% | $9,462-96.2% | $1,945-81.4% |