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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 51 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Mgmt Fees | $55,708 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,924 |
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $25,186 |
17 funds of $250K or more; 21 lines in all, holding $26.7M of the plan's $26.8M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $4.2M | 15.6% |
| Nationwide Life Insurance Company Fixed Contract Nationwide · Insurance contract Recordkeeper's own fund | $3.2M | 11.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.8M | 10.7% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $2.6M | 9.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $2.4M | 9.0% |
| Nationwide Investor Destination Moderate Aggressive Fund Nationwide · Mutual fund Recordkeeper's own fund | $2.1M | 7.9% |
| Eupac Fund Capital Group · Mutual fund | $1.3M | 5.0% |
| Nationwide Investor Destination Moderate Conservative Fund Nationwide · Mutual fund Recordkeeper's own fund | $1.3M | 4.8% |
| NationWide Inv Destination Moderate Fund Nationwide · Mutual fund Recordkeeper's own fund | $1.1M | 4.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $925K | 3.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.