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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC1 year Service code 28 · EIN 25-1395109 | Investment Management | $24,726 |
NATIONWIDE6 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $23,976 |
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $13,592 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $7,254 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE LLC Service code 28 · EIN 25-1395109 | Investment Management | $3,706 |
2 funds of $250K or more; 51 lines in all, holding $3.6M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LfCycInd 2035 Inst TIAA (Nuveen) · Mutual fund | $429K | 12.0% |
| Nuveen LfCycInd 2030 Inst TIAA (Nuveen) · Mutual fund | $357K | 10.0% |
| Nuveen LfCycInd 2040 Inst TIAA (Nuveen) · Mutual fund | $230K | 6.4% |
| Nuveen LfCycInd 2050 Inst TIAA (Nuveen) · Mutual fund | $198K | 5.5% |
| Nuveen LfCycInd 2025 Inst TIAA (Nuveen) · Mutual fund | $197K | 5.5% |
| NW Inv Dest Mod R6 Manager not matched · Mutual fund | $180K | 5.0% |
| Nuveen LfCycInd 2055 Inst TIAA (Nuveen) · Mutual fund | $167K | 4.7% |
| NW Fxd Sel Optn Manager not matched · Insurance contract | $159K | 4.5% |
| Nuveen LfCycInd 2020 Inst TIAA (Nuveen) · Mutual fund | $124K | 3.5% |
| Fidelity 500 Indx Fidelity (FMR) · Other Index | $112K | 3.1% |
See the other 41 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,979 | $44,960-68.9% | $84,966-83.5% | $74,495-81.2% |
| Participation rate | 90.9% | 49.4%+41.5pp | 67.5%+23.4pp | 67.2%+23.7pp |
| Annual return | 8.71% | 26.24%-17.5pp | 66.38%-57.7pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $794 | $1,457-45.5% | $2,727-70.9% | $2,623-69.7% |
| Participant deferral / active EE | $1,876 | $2,731-31.3% | $4,519-58.5% | $4,346-56.8% |
| Admin fee / account holder | $138 | $2,209-93.8% | $6,149-97.8% | $1,942-92.9% |