Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,965 |
PROACCOUNT1+ years Filed as: PRO ACCOUNT Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $41,148 |
NEXUS ADMINISTRATORS, INC.1+ years Service code 14 · EIN 77-0586222 735 W. ALLUVIAL · FRESNO, CA 93711 | Plan Administrator | $11,435 |
IRON FIDUCIARY1+ years Service code 55 630 DUNDEE RD · NORTHBROOK, IL 60062 | Other Commissions | $6,489 |
20 funds of $250K or more; 68 lines in all, holding $12.4M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nationwide State Streeet Balanced IndxFund Class K Nationwide · Other Recordkeeper's own fund | $2.3M | 18.3% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $1.9M | 15.1% |
| Nationwide Invesco Cor Plus Bnd Fd R6 Invesco · Mutual fund | $553K | 4.5% |
| NW Loomis Cor BD R6 Natixis IM · Mutual fund | $505K | 4.1% |
| Nw Loomis Allcap Gr R6 Natixis IM · Mutual fund | $492K | 4.0% |
| NW Gqg US Qual Eq Fund - Class R6 GQG Partners · Mutual fund | $480K | 3.9% |
| Fidelity Lg Cap Val Indx Fidelity (FMR) · Other Index | $471K | 3.8% |
| Nationwide Loans Nationwide · Other Recordkeeper's own fund | $360K | 2.9% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $343K | 2.8% |
| Fidelity Lg Cap Gr Indx Fidelity (FMR) · Other Index | $327K | 2.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.