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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Investment Management | $17,015 |
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,524 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $1,700 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $340 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 · EIN 31-4156830 | Recordkeeping | $165 |
5 funds of $250K or more; 25 lines in all, holding $3.3M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $2.7M | 82.5% |
| NW Fixed Select Option Manager not matched · Insurance contract | $138K | 4.2% |
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $116K | 3.5% |
| Putnam Large Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund | $68K | 2.0% |
| Prncpl Mdcap R6 Manager not matched · Mutual fund | $55K | 1.7% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $52K | 1.6% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $37K | 1.1% |
| Baird Cor Pls Bd Inst Baird · Mutual fund | $26K | 0.8% |
| Vngrd Wndsr Adml Manager not matched · Mutual fund | $18K | 0.6% |
| Vngrd Ttl Intlstkindx Adml Manager not matched · Mutual fund | $15K | 0.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.