Nationwide
recordkeeper111 known aliases resolved via the canonical alias map
Market position · 2024
Plans served774-194 YoYRank #34 of mapped providers
Assets under administration$32.1B0.0%Market share · rank #451
Fees received$22MMedian $16,783/planSum across Schedule C direct + indirect
Net wins YoY-19258 won · 250 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Nationwide plan look like?
Service mix · median fees per plan
Count of plans where Nationwide ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Investment management fees paid indirectly by plan; Custodial (other than securities); Investment management fees paid directly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 430 | $16,742 | |
Shareholder servicing fees; Investment managementCode 28 | 91 | $4,296 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 71 | $16,109 | |
Shareholder servicing fees; Investment advisory (participants)Code 26 | 64 | $6,562 | |
Soft dollars commissions; Recordkeeping fees; Account maintenance feesCode 64 | 24 | $13,209 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities)Code 19 | 15 | $14,499 | |
Recordkeeping fees; Custodial (other than securities)Code 18 | 13 | $4,249 | |
Trustee (bank, trust company, or similar financial institution); Investment advisory (participants); Investment advisory (plan)Code 21 | 10 | $16,173 |
Competitor overlap
Percent of Nationwide's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Nationwide.
| Sponsor | From | Assets |
|---|---|---|
NATIONWIDE CHILDREN'S HOSPITAL, INC.OH · 314379441-004 | TIAA | $1.0B |
NATIONWIDE CHILDREN'S HOSPITALOH · 314379441-005 | TIAA | $841M |
PEDIATRIC ACADEMIC ASSOCIATION,INC.OH · 311024403-003 | TIAA | $187M |
PEDIATRIC ACADEMIC ASSOCIATION,INC.OH · 311024403-004 | TIAA | $123M |
SHARECARE, INC.GA · 270876664-001 | ADP | $91M |
MEDICAL MANAGEMENT CONSULTANTS, INCCA · 953879274-333 | NFP | $87M |
EISENHOWER MEDICAL CENTERCA · 956130458-003 | WTW | $79M |
METREA MANAGEMENT LLCOK · 823915646-001 | (new plan) | $57M |
FIDUCIARY WISE, LLCAZ · 813799174-003 | Latitude Service Company, Inc. | $41M |
GEORGE J. IGEL & CO., INC.OH · 314214570-001 | (new plan) | $36M |
Plans lost in 2024
Appeared last year under Nationwide; not this year.
| Sponsor | To | Assets |
|---|---|---|
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316038516-001 | Bridgeway Benefit Technologies | $952M |
TORRANCE HEALTH ASSOCIATIONCA · 330073515-005 | Lincoln Financial | $368M |
HILL & SMITH GROUP HOLDINGS, INC.OH · 474129834-001 | Cambridge Investment Research | $63M |
THE CHARTWELL LAW OFFICES, L.L.P.PA · 260019118-001 | Principal | $42M |
PHREESIA, INC.NC · 202275479-001 | Fidelity Investments | $39M |
CARROLL COUNTY BANCSHARES, INC.IA · 421113591-001 | Morningstar Investment Management | $37M |
RPS HOLDINGS, INCCA · 542100677-001 | Fidelity Investments | $35M |
WALTER & HAVERFIELD LLPOH · 340602148-003 | Fidelity Investments | $35M |
ALACRITY SOLUTIONS GROUP, LLCIN · 363306934-001 | Empower | $32M |
ANKROM MOISAN ARCHITECTS, INC.OR · 931014387-001 | Charles Schwab | $31M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MASS GENERAL BRIGHAM INCORPORATEDMA · 043230035-010 | $14.9B | 131,090 | $0 | 6y | - |
NATIONWIDE CHILDREN'S HOSPITAL, INC.OH · 314379441-004 | $1.0B | 25,761 | $432,222 | 1y | - |
NATIONWIDE CHILDREN'S HOSPITALOH · 314379441-005 | $841M | 22,556 | $375,921 | 1y | - |
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLANMD · 522187219-001 | $522M | 6,127 | $0 | 5y | - |
ELLIS HOSPITALNY · 141338428-003 | $269M | 5,183 | $1,433 | 10y | 1 |
HOLDER CONSTRUCTION GROUP, LLCGA · 582535136-001 | $229M | 2,319 | $280,551 | 10y | - |
REHMANN LLCMI · 383567911-002 | $217M | 1,388 | $120,784 | 10y | - |
METHODIST HOSPITAL OF SOUTHERN CACA · 951643336-004 | $202M | 1,583 | $138,441 | 8y | 1 |
PEDIATRIC ACADEMIC ASSOCIATION,INC.OH · 311024403-003 | $187M | 724 | $33,962 | 1y | - |
OHIO STATE UNIVERSITY PHYSICIANS, INC.OH · 311447726-001 | $183M | 3,759 | $428,691 | 10y | - |
Flag exposure
84.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (111)
Raw Schedule C names collapsed into Nationwide.
- 1 NATIONWIDE PLAZA
- 78TIONWIDE
- FIRST & PEOPLES BANK
- FIRST PARTY ADMIN
- FIRST PARTY ADMINISTATOR LLC
- FIRST PARTY ADMINISTRATOR/MY BENEF
- FIRST PARTY ADMINISTRATORS & MYB LL
- FIRST PARTY ADMINSITRATOR
- FIRST PREMIER BANK
- FIRST PRINCIPLES
- FIRST PRINCIPLES CAPITAL MANAGEMENT
- FIRST PRINCIPLES CAPITAL MGT
- FIRST REFRIGERATION
- FIRST REFRIGERATOR
- FIRST REPUBLIC BANK/EVERCORE TRUST
- FIRST REPUBLIC INV COMPANY
- FIRST REPUBLIC INV MGMT
- FIRST REPUBLIC INVESTMENT MANAGE IN
- FIRST REPUBLIC INVESTMENT MANAGER
- FIRST REPUBLIC INVESTMENT MNGT
- FIRST RESERVE ADVISORS, LLC
- FIRST RESERVE FUND XII, LP
- MATIONWIDE LIFE INSURANCE
- NATIIONWIDE LIFE INSURANCE COMPANY
- NATINOWIDE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Nationwide's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 18 | 2.33% | 7.76% | -5.44 pp |
| Fidelity bond gap | 49 | 6.33% | 26.94% | -20.61 pp |
| Late contributions | 272 | 35.14% | 1.71% | +33.43 pp |
| Failed to provide benefit | 1 | 0.13% | 0.14% | -0.01 pp |
| Corrective distributions | 116 | 14.99% | 1.76% | +13.23 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Nationwide. Compare to the incumbent market share (1.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.1 pp vs incumbent
Frequent partners by role
Who else shows up on Nationwide's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Brinker Capital Holdings, Inc. | 28 | 3.6% |
| Leaf House Financial Advisors | 27 | 3.5% |
| Ameriprise Financial | 25 | 3.2% |
| Global Retirement Partners LLC | 20 | 2.6% |
| Pension Financial Services Inc | 19 | 2.5% |
| Fiduciary Wise, LLC | 13 | 1.7% |
| MGO One Seven LLC | 13 | 1.7% |
| Kestra Investment Services | 11 | 1.4% |
| Sentinel Pension LLC | 11 | 1.4% |
| American Pension Advisors, LTD | 10 | 1.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).