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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,710 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 28 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $11,866 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,699 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $585 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 · EIN 41-0973005 | Investment Management | $446 |
3 funds of $250K or more; 59 lines in all, holding $3.9M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| NW Inv Dest Mod R6 Manager not matched · Mutual fund | $716K | 18.3% |
| NW Fixed Select Option Manager not matched · Insurance contract | $493K | 12.6% |
| Vanguard 500 Index Fund Manager not matched · Mutual fund Index | $284K | 7.2% |
| Parnassus Value Equity Fund Investor Shares Affiliated Managers Group · Mutual fund | $228K | 5.8% |
| American Funds Amfds Amcap R6 Capital Group · Mutual fund | $175K | 4.5% |
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Mutual fund | $132K | 3.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $132K | 3.4% |
| Vic Syc Estblshd Val I Manager not matched · Mutual fund | $106K | 2.7% |
| Vngrd Mid-Cap Index FD AS Manager not matched · Mutual fund Index | $85K | 2.2% |
| Dodgecox Intl Stk Class I Manager not matched · Mutual fund | $82K | 2.1% |
Covers 60,908 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.