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 |
|---|---|---|
NATIONWIDE3+ years Service code 64 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $86,032 |
Filed as: PENSION FINANCIAL SEVICES Service code 15 · EIN 58-1485803 3700 CRESTWOOD PARKWAY, NW STE 550 · DELUTH, GA 30096 | Recordkeeping | $68,954 |
IFAM CAPITAL2 years Filed as: IFAM CAPITAL LLC Service code 26 · EIN 47-2600132 2133 SOUTH TIMBERLNE ROAD, SUITE 12 · FORT COLLINS, CO 80525 | Advisory (Participants) | $37,297 |
FIDUCIARY WISE, LLC2 years Service code 27 · EIN 81-3799174 2487 S GILBERT · GILBERT, AZ 85295 | Advisory (Plan) | $31,891 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 26 · EIN 59-2937883 IMPAC TOWER 3 FL 2 8 · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $26,751 |
SIMPLICITY WEALTH1 year Service code 26 · EIN 83-3356969 86 SUMMIT AVE STE 303 · SUMMIT, NJ 07901 | Advisory (Participants) | $23,835 |
Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Advisory (Participants) | $19,747 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS, L Service code 26 · EIN 47-5657416 DBA IFAM CAPITAL 2133 S TIMBERLAND · FORT COLLINS, CO 80525 | Advisory (Participants) | $17,399 |
Filed as: NORTHCOAST ASSET MANAGEMENT LLX Service code 26 · EIN 47-5657416 DBA IFAM CAPITAL 2133 S TIMERLINE · FORT COLLINS, CO 80525 | Advisory (Participants) | $14,905 |
METZ & ASSOCIATES PLLC1 year Filed as: METZ CPA PLLC Service code 10 · EIN 46-4558541 950 W INDIAN SCHOOL RD · PHOENIX, AZ 85013 | Accounting | $8,500 |
24 funds of $250K or more; 36 lines in all, holding $100M of the plan's $102M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: JPMorgan SmartRetirement, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Collective trust Target-date, 9 vintages | $53.3M | 53.1% |
| Federated Hermes Government Obligations Fu Common collective trust Federated Hermes · Collective trust | $16.0M | 15.9% |
| JP Morgan Smart Retirement JPMorgan · Collective trust | $9.9M | 9.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.5M | 6.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 3.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 2.1% |
| Nw Fixed Select Option Manager not matched · Insurance contract | $1.7M | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 1.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan US Treas PL MM Prem CL | $250K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.