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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $48,721 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,091 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
8 funds of $250K or more; 22 lines in all, holding $11.0M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Raymond James Financial Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mywayretirement IDX RET R Manager not matched · Other Index | $3.6M | 33.0% |
| Mywayretirement Index 2045 R Manager not matched · Mutual fund Index | $1.9M | 17.2% |
| Mywayretirement Index 2060 R Manager not matched · Mutual fund Index | $1.2M | 11.1% |
| Mywayretirement Index 2050 R Manager not matched · Mutual fund Index | $1.2M | 11.1% |
| Mywayretirement Index 2055 R Manager not matched · Mutual fund Index | $974K | 8.9% |
| Mywayretirement Index 2040 R Manager not matched · Mutual fund Index | $429K | 3.9% |
| Mywayretirement Index 2030 R Manager not matched · Mutual fund Index | $375K | 3.4% |
| BlackRock Equity Index 1 BlackRock · Mutual fund Index | $276K | 2.5% |
| Mywayretirement Index 2065 R Manager not matched · Mutual fund Index | $248K | 2.3% |
| Mywayretirement Index 2035 R Manager not matched · Mutual fund Index | $237K | 2.2% |
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 70,940 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.
The auditor signed off without reservation. This is the cleanest opinion.