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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $19,263 |
WITHUMSMITH+BROWN, PC1+ years Filed as: SMITH, BROWN & GROOVER, INC Service code 27 · EIN 58-0969636 4001 VINEVILLE AVE · MACON, GA 312105039 | Advisory (Plan) | $18,704 |
PROACCOUNT1+ years Service code 26 · EIN 73-0988442 NATIONWIDE BLVD · COLUMBUS, GA 43215 | Advisory (Participants) | $2,850 |
IRON FIDUCIARY1+ years Filed as: IRON FIDUCIARTY Service code 27 · EIN 99-9552241 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Plan) | $2,239 |
BENEFIT SOLUTIONS, ETC.1+ years Filed as: BENEFIT SOLUTIONS, ETC. LLC Service code 13 · EIN 81-3186048 2312 FAR HILLS AVE. · DAYTON, OH 45419 | Contract Administrator | $1,385 |
4 funds of $250K or more; 49 lines in all, holding $2.8M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, other, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 12 vintages | $2.0M | 71.1% |
| JPM Lgcap Gr R6 JPMorgan · Separate account | $61K | 2.2% |
| NW Inv Dest Mod Aggr R6 Manager not matched · Separate account | $47K | 1.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $46K | 1.7% |
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Separate account | $32K | 1.2% |
| Nw Loomis Allcap Gr R6 Natixis IM · Separate account | $32K | 1.1% |
| Nationwide Gqg Us Quality Equity Fund Pooled separate account GQG Partners · Separate account | $31K | 1.1% |
| Gdmnscs Gqgptnrintloppr R6 Manager not matched · Separate account | $31K | 1.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Separate account Index | $30K | 1.1% |
| Nationwide Invesco Cor Plus Bnd Fd Pooled Separate Account Invesco · Separate account | $28K | 1.0% |
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.
Participant contribution per participant 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).
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.