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| Provider | Service type | Compensation |
|---|---|---|
SOUTHBRIDGE ADVISORS, LLC6 years Service code 28 · EIN 84-3303309 533 C JOHNSON FERRY RD. · MARIETTA, GA 300680000 | Investment Management | $42,373 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432150000 | Recordkeeping | $41,681 |
PENSION FINANCIAL SERVICES, INC.10+ years Service code 13 · EIN 58-1485803 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $8,112 |
PENSION ASSURANCE LLP2 years Filed as: PENSION FINANICAL SERVICES, INC. Service code 99 | Other Fees | $5,523 |
7 funds of $250K or more; 19 lines in all, holding $5.0M of the plan's $12.7M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd WIsly Inc Inv Manager not matched · Mutual fund | $1.7M | 34.0% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $642K | 12.9% |
| Vngrd Divd Gr Inv Manager not matched · Mutual fund | $535K | 10.8% |
| Vngrd Smcap GR Indx Adml Manager not matched · Mutual fund Index | $373K | 7.5% |
| JPM Mdcap Val L JPMorgan · Mutual fund | $362K | 7.3% |
| NW Fixed Select Option Manager not matched · Insurance contract | $350K | 7.0% |
| Vngrd Smcap Val Indx Adml Manager not matched · Mutual fund Index | $329K | 6.6% |
| Prudntl Glbl Realest Z Mutual Fund Manager not matched · Mutual fund | $159K | 3.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $145K | 2.9% |
| Pioneer Strategic Income Fund: Class Y Victory Capital · Mutual fund | $114K | 2.3% |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.