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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,269 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 · EIN 13-2624428 | Advisory (Plan) | $5,407 |
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,073 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $2,789 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 15 PO BOX 55970 · BOSTON, MA 02205 | Recordkeeping | $1,158 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 17605 WRITE STREET · OMAHA, NE 68130 | Advisory (Participants) | $871 |
7 funds of $250K or more; 19 lines in all, holding $5.3M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 10 vintages | $3.5M | 66.9% |
| Reliance MetLife GAC Series 25053 CL EQ MetLife · Collective trust | $391K | 7.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $227K | 4.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $206K | 3.9% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $145K | 2.7% |
| Putnam International Equity R6 Franklin Templeton · Mutual fund | $119K | 2.2% |
| Allspring Small Company Value Fund Class R6 Allspring · Mutual fund | $110K | 2.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $93K | 1.8% |
| Fidelity Mid-Cap Stock Fund Class K Fidelity (FMR) · Mutual fund | $92K | 1.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $89K | 1.7% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan SmartRetirement* Blend 2035 Fund Class R6 | $3.5M |
| ReplacedHighNationwide S & P 500 Index Fund to Reliance MetLife GAC Series 25053 CL EQ | $538K to $391K |
| DroppedNationwide Investor Destinations Aggressive Fund (Investor) | $325K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.