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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-6755710 | Advisory (Plan) | $38,114 |
NATIONWIDE6 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 | Advisory (Participants) | $19,159 |
PLANNED FINANCIAL PROGRAMS6 years Filed as: PLANNED FINANCIAL PROGRAMS CO Service code 10 · EIN 22-1914735 | Accounting | $4,000 |
16 funds of $250K or more; 23 lines in all, holding $15.5M of the plan's $15.8M. From the 2024 filing. Recordkeeper: MassMutual.
Target-date series: Nuveen Lifecycle Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $8.0M | 51.3% |
| rate of AB Large Cap Growth Fund Advisor Manager not matched · Mutual fund | $2.1M | 13.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 11.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $683K | 4.4% |
| Nationwide Fixed Select Option Nationwide · Insurance contract | $681K | 4.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $496K | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $374K | 2.4% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $302K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $264K | 1.7% |
| Columbia Small Cap Growth Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $227K | 1.5% |
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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.