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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 38 · EIN 31-4156830 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $14,435 |
PENSION SOLUTIONS, INC.1+ years Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $3,767 |
MEEDER INVESTMENT MANAGEMENT1+ years Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $2,004 |
10 funds of $250K or more; 41 lines in all, holding $10.1M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Omnibus accounts Nationwide Fund Advisors JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.9M | 18.6% |
| Nationwide Fund Advisors JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.8M | 17.5% |
| Nationwide Fund Advisors S&P 500 Index Fund Service Class Nationwide · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.2M | 12.1% |
| Nationwide Fund Advisors American Funds New Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $735K | 7.3% |
| Nationwide Fund Advisors Carillon Eagle Mid Cap Growth Fund Class A Raymond James · Mutual fund Possible retail class A | $480K | 4.7% |
| Nationwide Fund Advisors Midc Cap Value R6 Nationwide · Mutual fund Possible retail class ARecordkeeper's own fund | $432K | 4.3% |
| Nationwide Fund Advisors Government Money Market Fund R6 Nationwide · Money market Recordkeeper's own fund | $428K | 4.2% |
| Nationwide Fund Advisors Oakmark International Fund Investor Class Natixis IM · Mutual fund Possible retail class A | $391K | 3.9% |
| Nationwide Fund Advisors American Funds American Mutual Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $296K | 2.9% |
| Nationwide Fund Advisors PIMCO Total Return Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $258K | 2.5% |
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.
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.
Employer contribution per participant 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.