Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 87-1563826 8383 MENTOR AVE · MENTOR, OH 44060 | Advisory (Participants) | $12,657 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $8,271 |
IRON FIDUCIARY1 year Service code 27 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,264 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 DEPT LA 24540 · PASADENA, CA 91185 | Recordkeeping | $935 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $253 |
Filed as: PATTISON PENSION SPECIALISTS Service code 15 · EIN 85-0437924 3150 CARLISLE BLVD NE STE 211 · ALBUQUERQUE, NM 87110 | Recordkeeping | $0 |
3 funds of $250K or more; 28 lines in all, holding $2.1M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $544K | 25.5% |
| Fidelity Multi-Asset Index Fun Fidelity (FMR) · Mutual fund Index | $388K | 18.2% |
| Vngrd GR Indx Adml Manager not matched · Other Index | $325K | 15.2% |
| State Street Balanced Index FU State Street (SSgA) · Mutual fund Index | $232K | 10.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $175K | 8.2% |
| Vngrd MID-CAP IDX FD AS Manager not matched · Other Index | $124K | 5.8% |
| Vngrd TTL Stmkt Indx FD AS Manager not matched · Other Index | $96K | 4.5% |
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Mutual fund | $45K | 2.1% |
| FED Hrms GOV Oblgtns Prmr Manager not matched · Other | $45K | 2.1% |
| Vngrd Devl Mkt Indx Adml Manager not matched · Mutual fund Index | $45K | 2.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVngrd Wlsly Inc Adml | $678K |
| AddedNuveen Lifecycle Index 2045 Fund | $544K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.