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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LIGHTHOUSE ADVISORY SERVICES, INC Service code 26 · EIN 83-3037363 | Advisory (Participants) | $35,597 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $11,255 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 | Recordkeeping | $7,414 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $6,750 |
KESTRA FINANCIAL3 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 26 5707 SOUTHWEST PWKY BLDG 2 #400 · AUSTIN, TX 78735 | Advisory (Participants) | $0 |
5 funds of $250K or more; 86 lines in all, holding $6.7M of the plan's $7.0M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nw Mny Mkt Inst Manager not matched · Money market | $742K | 11.1% |
| NW S&P 500 Indx Svc Manager not matched · Mutual fund IndexPossible retail class Service | $592K | 8.9% |
| Msif Disc I Morgan Stanley · Mutual fund | $337K | 5.0% |
| Parnassus Endvr Affiliated Managers Group · Mutual fund | $304K | 4.5% |
| Ntnwd Invsco Cor Pl Bnd Fd R6 Manager not matched · Mutual fund | $267K | 4.0% |
| Nw Loomis Allcap Gr R6 Natixis IM · Mutual fund | $221K | 3.3% |
| NW Loomis Cor BD R6 Natixis IM · Mutual fund | $220K | 3.3% |
| Ntnwd Gqg US Quality Eq Fd Cl R6 GQG Partners · Mutual fund | $214K | 3.2% |
| Amfds Inc Fd Am R6 Manager not matched · Mutual fund | $202K | 3.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $199K | 3.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.