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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $28,700 |
PENSION STRATEGIES, LLC1+ years Filed as: PENSION STRATEGIES, CORP. Service code 37 · EIN 45-4549512 251 2ND ST STE 308 · LAKEWOOD, NJ 08701 | Loan Processing | $13,265 |
ABLE WEALTH MANAGEMENT LLC1+ years Service code 51 · EIN 83-1095109 5 KEVIN CT · JACKSON, NJ 08527 | Investment Mgmt Fees | $13,233 |
PROACCOUNT1+ years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $184 |
4 funds of $250K or more; 27 lines in all, holding $1.5M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Flxfocs Mod 2035 R1 Manager not matched · Separate account | $393K | 26.2% |
| Flxfocs Mod 2045 R1 Manager not matched · Separate account | $355K | 23.8% |
| Flxfocs Mod Rtrmt R1 Manager not matched · Separate account | $312K | 20.9% |
| Flxfocs Mod 2055 R1 Manager not matched · Separate account | $274K | 18.3% |
| Flxfocs Mod 2065 R1 Manager not matched · Separate account | $123K | 8.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $10K | 0.7% |
| Nw Fixed Select Option Manager not matched · Insurance contract | $5K | 0.3% |
| 21 NW Loomis COR BD Natixis IM · Other | $2K | 0.2% |
| Nationwide Invesco Cor Plus Bnd Fnd - R6 Pooled Separate Account Invesco · Separate account | $2K | 0.2% |
| Gdmnscs Gqgptnrintloppr R6 Manager not matched · Separate account | $2K | 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.