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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,059 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 28 STATE ST 25TH FL · BOSTON, MA 02109 | Other Services | $0 |
6 funds of $250K or more; 21 lines in all, holding $8.1M of the plan's $8.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.1M | 87.4% |
| Nationwide S&P 500 Index Fund Class R Nationwide · Mutual fund Index | $236K | 2.9% |
| Goldman International Equity R Goldman Sachs · Mutual fund | $120K | 1.5% |
| Nationwide Small Cap Index Fund Class R Nationwide · Mutual fund Index | $85K | 1.0% |
| Nomura Emerging Markets Fund Class R Manager not matched · Mutual fund | $82K | 1.0% |
| Fidelity Intl Capital App M Fidelity (FMR) · Mutual fund | $80K | 1.0% |
| Allspring Special SC Val A Allspring · Mutual fund Possible retail class A | $79K | 1.0% |
| Janus Hend Triton R Janus Henderson · Mutual fund | $67K | 0.8% |
| JPMorgan Large Cap Growth Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $57K | 0.7% |
| Blackrock MID CAP Growth Equity Portfolio Class R Shares BlackRock · Mutual fund | $55K | 0.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.