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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON8 years Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 49 · EIN 38-3567911 4086 LEGACY PKWY · LANSING, MI 48911 | Other Services | $126,611 |
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,853 |
REHMANN ROBSON9 years Filed as: REHMANN FINANCIAL Service code 49 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Other Services | $17,283 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $17,103 |
27 funds of $250K or more; 78 lines in all, holding $26.9M of the plan's $34.4M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $10.6M | 39.4% |
| Nationwide S&P 500 Index Fund Class R6 Nationwide · Mutual fund IndexRecordkeeper's own fund | $2.3M | 8.4% |
| Nationwide Fixed Select Nationwide · Insurance contract Recordkeeper's own fund | $1.6M | 5.8% |
| Nationwide Inv Dest Agrsv R6 Nationwide · Mutual fund Recordkeeper's own fund | $1.0M | 3.8% |
| JPMorgan Large Cap Growth Fund II Fee Class R1 JPMorgan · Mutual fund Possible retail class R1 | $979K | 3.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $768K | 2.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $757K | 2.8% |
| Nationwide Small Cap Index Fund Class R6 Nationwide · Mutual fund IndexRecordkeeper's own fund | $567K | 2.1% |
| Nationwide Inv Dest Mod Agrsv R6 Nationwide · Mutual fund Recordkeeper's own fund | $512K | 1.9% |
| MFS Mid Cap Value Fund R4 MFS (Sun Life) · Mutual fund | $511K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.