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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,459 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,669 |
NEXUS ADMINISTRATORS, INC.5 years Service code 15 · EIN 77-0586222 735 W. ALLUVIAL, SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $23,529 |
9 funds of $250K or more; 59 lines in all, holding $8.1M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $5.2M | 63.6% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $1.8M | 22.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $183K | 2.3% |
| Nationwide Stable Value Fund Nationwide · Insurance contract Recordkeeper's own fund | $115K | 1.4% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $115K | 1.4% |
| Vanguard Developing Markets Index Fund Vanguard · Mutual fund Index | $70K | 0.9% |
| Alger Focus Equity Fund Manager not matched · Mutual fund | $68K | 0.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $63K | 0.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $48K | 0.6% |
| Vanguard Wellesley Income Fund Vanguard · Mutual fund | $45K | 0.6% |
Covers 70,940 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.