Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBUR, FL 33716 | Investment Management | $49,415 |
NATIONWIDE7 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,803 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $873 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $727 |
11 funds of $250K or more; 54 lines in all, holding $11.7M of the plan's $14.8M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $2.4M | 20.1% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $2.1M | 17.6% |
| Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $1.1M | 9.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 9.0% |
| Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $727K | 6.2% |
| Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $599K | 5.1% |
| JP Morgan Large Cap Val R5 JPMorgan · Other | $511K | 4.4% |
| Index Retirement Income - Class R6 TIAA (Nuveen) · Mutual fund Index | $433K | 3.7% |
| Index 2060 R6 TIAA (Nuveen) · Mutual fund Index | $424K | 3.6% |
| Mid Cap Growth Fund Y Victory Capital · Mutual fund | $373K | 3.2% |
Added 2 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Growth Portfolio Class R-6 | $2.1M |
| DroppedAmfds Gr Fd Am R6 | $1.3M |
| DroppedAmfds AM Bal R6 | $623K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.