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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP INC Service code 33 · EIN 13-3036745 29 SAWYER RD · WALTHAM, MA 02453 | Securities brokerage commissions and ... | $0 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 15 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Recordkeeping | $0 |
NATIONWIDE8 years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $0 |
Filed as: UNITED PLANNERS Service code 33 PO BOX 5750 · SCOTTSDALE, AZ 85261 | Investment management fees paid indir... | $0 |
9 funds of $250K or more; 28 lines in all, holding $6.7M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Brinker Capital.
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $1.0M | 15.3% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $854K | 12.8% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $791K | 11.8% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $661K | 9.9% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $531K | 7.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $468K | 7.0% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $410K | 6.1% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $404K | 6.0% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $287K | 4.3% |
| Amerfunds 2065 Targ Dateret R6 Manager not matched · Mutual fund | $213K | 3.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.