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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $11,201 |
CETERA ADVISOR NETWORKS LLC3 years Service code 26 2301 ROSECRANS AVE, SUITE 5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $8,962 |
DUNBAR, BENDER & ZAPF, INC.6 years Service code 16 · EIN 25-1650062 400 HOLIDAY, SUITE 102 · PITTSBURGH, PA 15220 | Consulting | $782 |
2 funds of $250K or more; 44 lines in all, holding $2.2M of the plan's $2.2M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.8M | 84.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 2.0% |
| Nationwide Investor Destinations Moderate Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $24K | 1.1% |
| Mutual Funds Allianz Funds AllianzGI Technology PIMCO (Allianz) · Mutual fund | $24K | 1.1% |
| Vanguard Sm Cap Gr Val Adm Vanguard · Mutual fund | $20K | 0.9% |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Federated Hermes · Mutual fund | $19K | 0.9% |
| Morgan Stanley Inst Growth I Morgan Stanley · Other | $18K | 0.8% |
| Virtus KAR Small-Cap Growth Virtus · Other | $15K | 0.7% |
| Blackrock Health Sciences Oppr Inst BlackRock · Mutual fund | $15K | 0.7% |
| Vanguard Target Retirement 2 Vanguard · Mutual fund | $12K | 0.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.