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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,134 |
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 | $56,213 | $50,666+10.9% | $76,817-26.8% | $65,185-13.8% |
| Participation rate | 94.3% | 68.8%+25.5pp | 72.1%+22.2pp | 70.2%+24.1pp |
| Annual return | 20.89% | 28.51%-7.6pp | 1166.11%-1145.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,380 | $1,575+51.2% | $2,302+3.4% | $2,177+9.4% |
| Participant deferral / active EE | $3,943 | $2,647+49.0% | $3,336+18.2% | $3,514+12.2% |
| Admin fee / account holder | $207 | $463-55.2% | $6,420-96.8% | $847-75.5% |