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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 51 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $29,203 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $27,727 |
PEERY & ASSOCIATES, INC.7 years Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $8,875 |
8 funds of $250K or more; 77 lines in all, holding $5.9M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Peery & Associates.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $1.9M | 31.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $812K | 13.8% |
| Vngrd Trgt Rtrmt 2020 Inv Manager not matched · Mutual fund Possible retail class A | $500K | 8.5% |
| Vngrd Trgt Rtrmt Inc Manager not matched · Mutual fund Possible retail class A | $344K | 5.8% |
| Vanguard 500 Index Fund AS Vanguard · Mutual fund IndexPossible retail class A | $287K | 4.9% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $269K | 4.6% |
| Vngrd Info Tech Indx Adml Manager not matched · Mutual fund IndexPossible retail class A | $239K | 4.1% |
| Best of America - Fixed Account Guaranteed investment contract Manager not matched · Insurance contract | $178K | 3.0% |
| Amfds New Wld R6 Manager not matched · Mutual fund Possible retail class A | $142K | 2.4% |
| Prncpl Mdcap R6 Manager not matched · Mutual fund Possible retail class A | $106K | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.