Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,500 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $9,254 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,072 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,046 | $53,925-14.6% | $75,670-39.1% | $69,631-33.9% |
| Participation rate | 87.1% | 71.2%+15.9pp | 72.3%+14.8pp | 70.7%+16.4pp |
| Annual return | 17.01% | 17.84%-0.8pp | 27.34%-10.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,887 | $1,802+4.7% | $2,352-19.8% | $2,032-7.2% |
| Participant deferral / active EE | $3,170 | $2,569+23.4% | $3,142+0.9% | $3,224-1.7% |
| Admin fee / account holder | $66 | $97-31.9% | $5,800-98.9% | $110-40.1% |