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| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS2 years Filed as: MGO ONESEVEN Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $7,481 |
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,640 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $174,018-100.0% | $136,833-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.0%-59.0pp | 82.4%-82.4pp |
| Annual return | -100.49% | 35.16%-135.7pp | 35.32%-135.8pp | 202.70%-303.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |