Filings through .
Filed July 10, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $19,780 |
Filed as: NORTHWESTERN MUTUAL INV. SRVCS LLC Service code 28 · EIN 52-2114207 ATTN IPS COMPENSATION 720 E WISCONS · MILWAUKEE, WI 53202 | Investment Management | $12,292 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $745 |
Filed as: NORTHWESTERN MUTUAL INV. SRVCS Service code 28 · EIN 52-2114207 ATTN IPS COMPENSATION 720 E WISCONS · MILWAUKEE, VA 53202 | Investment Management | $477 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $292 |
5 funds of $250K or more; 52 lines in all, holding $4.0M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, other, 59% of fund dollars
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.
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.