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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS Service code 26 · EIN 27-2442764 | Advisory (Participants) | $25,191 |
NATIONWIDE2 years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,158 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Plan Administrator | $10,197 |
Filed as: WELLTH ADVISORY SERVICES Service code 26 · EIN 99-2539506 25434 PRARIEWOOD LN · SHOREWOOD, IL 60404 | Advisory (Participants) | $9,073 |
Service code 26 · EIN 26-4311657 | Advisory (Participants) | $4,813 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $761 |
4 funds of $250K or more; 44 lines in all, holding $8.1M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexfocus Moderate Retirement R1 Manager not matched · Mutual fund Possible retail class R1 | $3.1M | 38.7% |
| Flexfocus Moderate 2035 R1 Manager not matched · Mutual fund Possible retail class R1 | $2.4M | 29.3% |
| Flexfocus Moderate 2045 R1 Manager not matched · Mutual fund Possible retail class R1 | $1.7M | 21.4% |
| Flexfocus Moderate 2055 R1 Manager not matched · Mutual fund Possible retail class R1 | $533K | 6.6% |
| Investment (e) Value Fidelity 500 Index Fu Fidelity (FMR) · Mutual fund Index | $78K | 1.0% |
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Mutual fund | $66K | 0.8% |
| Flexfocus Moderate 2065 R1 Manager not matched · Mutual fund Possible retail class R1 | $23K | 0.3% |
| Baird Cor Pls Bd Inst Baird · Mutual fund | $21K | 0.3% |
| Dimensional U.S. Target Value Portfolio Institutional Class Dimensional · Mutual fund | $11K | 0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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.
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.