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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,269 |
MGO INVESTMENT ADVISORS2 years Filed as: MGO SECURITIES CORP Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $13,965 |
MGO ONE SEVEN LLC2 years Service code 15 · EIN 88-2000569 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $6,197 |
MGO ONE SEVEN LLC2 years Filed as: MGO ONE SEVEN Service code 15 | Recordkeeping | $592 |
13 funds of $250K or more; 43 lines in all, holding $9.9M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.2M | 22.6% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $1.6M | 16.0% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $620K | 6.3% |
| Primecap Odyssey Aggressive Growth Fund Manager not matched · Mutual fund | $579K | 5.9% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $525K | 5.3% |
| Vanguard Select Value Inv Fund Vanguard · Mutual fund | $517K | 5.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $507K | 5.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $435K | 4.4% |
| General Account: Nationwide Fixed Select Option Nationwide · Insurance contract Recordkeeper's own fund | $417K | 4.2% |
| Vanguard Small Cap Value Index Adml Vanguard · Mutual fund Index | $391K | 4.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.