Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $506K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
4 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$5K in admin expenses, $7 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
33 funds of $250K or more; 76 lines in all, holding $45.8M of the plan's $46.8M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $9.4M | 20.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $9.2M | 20.0% |
| Amfds Gr Fd Am R6 Manager not matched · Mutual fund | $3.4M | 7.4% |
| Best OF America-Fixed Manager not matched · Insurance contract | $3.4M | 7.4% |
| Amfds 2035 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $2.0M | 4.3% |
| Nationwide Government Money Market Fund Nationwide · Money market | $1.8M | 3.8% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $1.4M | 3.1% |
| Vngrd Trgt Rtrmt 2055 Inv Manager not matched · Mutual fund | $1.1M | 2.4% |
| NW Inv Dest Aggr R6 Manager not matched · Mutual fund | $1.1M | 2.4% |
| NW Inv Dest Mod Aggr R6 Manager not matched · Mutual fund | $1.1M | 2.3% |
66 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4177100 Investment Management | $4,825 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 Investment Management | $367 |
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 28 · EIN 31-4156830 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
5 filings · 2021 to 2025