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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $15,150 |
LINCOLN FINANCIAL ADVISORS CORP10+ years Service code 15 | Recordkeeping | $9,294 |
Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $9,294 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,094 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Advisory (Participants) | $0 |
2 funds of $250K or more; 3 lines in all, holding $10.7M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Pentegra Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $10.4M | 96.4% |
| Guaranteed Investment Contracts Manager not matched · Insurance contract | $384K | 3.6% |
| Money Market Manager not matched · Money market | $1K | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.