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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,531 |
THE PENSION SERVICE, INC.3 years Filed as: THE PENSION SERVICE, INC Service code 13 · EIN 06-0874395 127 WASHINGTON AVE · NORTH HAVEN, CT 06476 | Contract Administrator | $2,491 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
3 funds of $250K or more; 30 lines in all, holding $3.9M of the plan's $4.3M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.3M | 34.3% |
| American Funds American Balances Fund Class R-6 Capital Group · Mutual fund | $574K | 14.7% |
| Nationwide Investor Destinations Aggressive Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $239K | 6.1% |
| Nationwide Investor Destinations Moderate Aggressive R6 Registered Investment Company Nationwide · Mutual fund Recordkeeper's own fund | $213K | 5.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $176K | 4.5% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $152K | 3.9% |
| Nationwide Investor Destinations Moderate Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $145K | 3.7% |
| Vanguard Small Cap Value Index Adml Vanguard · Mutual fund Index | $137K | 3.5% |
| Vanguard Total Stock Mkt Index A Vanguard · Mutual fund IndexPossible retail class A | $123K | 3.2% |
| Invesco Small Cap Growth Fund Class R6 Invesco · Mutual fund | $110K | 2.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.