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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 | Investment Management | $120,689 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMUBS, OH 43216 | Recordkeeping | $66,832 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 28 · EIN 26-3415651 | Investment Management | $5,864 |
26 funds of $250K or more; 53 lines in all, holding $26.0M of the plan's $31.7M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amfds GR FD AM R6 Manager not matched · Mutual fund | $3.5M | 13.4% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $2.1M | 8.0% |
| Trowepr EQ Inc Manager not matched · Mutual fund | $2.0M | 7.8% |
| Ambcn Lgcap Val R5 Manager not matched · Mutual fund | $1.9M | 7.4% |
| Pub-Rdgwrth Midcap Val EQ I Manager not matched · Mutual fund | $1.2M | 4.5% |
| NW Inv Dest Mod Aggr R6 Manager not matched · Mutual fund | $1.1M | 4.1% |
| Cariln Eagle Mdcap GR I Manager not matched · Mutual fund | $1.1M | 4.1% |
| Amgmgrs Frpt Mdcap I Manager not matched · Mutual fund | $914K | 3.5% |
| Jnshndrsn Ovrseas N Manager not matched · Mutual fund | $868K | 3.3% |
| Lrdabt HI Yld I Manager not matched · Mutual fund | $798K | 3.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.