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| Provider | Service type | Compensation |
|---|---|---|
INWEST RETIREMENT SOLUTIONS5 years Service code 17 4305 N GARFIELD STREET · MIDLAND, TX 79705 | Pension Consulting | $7,656 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,846 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,614 |
13 funds of $250K or more; 17 lines in all, holding $13.8M of the plan's $14.4M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 22.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $2.7M | 19.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 17.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $945K | 6.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $826K | 6.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $771K | 5.6% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund | $716K | 5.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $674K | 4.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $669K | 4.8% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $385K | 2.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.