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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,666 |
MGO ONE SEVEN LLC3 years Filed as: MGO ONE SEVEN Service code 15 2440 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $25,668 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN INVESTMENT ADVISORS Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $16,519 |
MGO INVESTMENT ADVISORS1 year Filed as: MGO ONESEVEN Service code 15 | Recordkeeping | $3,097 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,754 | $78,636-31.6% | $105,607-49.1% | $74,459-27.8% |
| Participation rate | 43.1% | 72.8%-29.6pp | 75.3%-32.2pp | 67.2%-24.1pp |
| Annual return | 12.73% | 15.96%-3.2pp | 116.11%-103.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $211 | $2,523-91.6% | $3,167-93.3% | $2,626-91.9% |
| Participant deferral / active EE | $2,284 | $4,322-47.2% | $5,011-54.4% | $4,350-47.5% |
| Admin fee / account holder | $400 | $2,220-82.0% | $10,958-96.3% | $1,945-79.4% |