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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES Service code 28 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Investment Management | $30,478 |
NATIONWIDE6 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $12,646 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $9,508 |
6 funds of $250K or more; 22 lines in all, holding $3.2M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mywayretirement Index 2055 Fund Fee - R Manager not matched · Mutual fund Index | $578K | 18.3% |
| Mywayretirement Index 2060 Fund Fee - R Manager not matched · Mutual fund Index | $468K | 14.8% |
| Mywayretirement Index 2040 Fund Fee - R Manager not matched · Mutual fund Index | $411K | 13.0% |
| Mywayretirement Index 2050 Fund Fee - R Manager not matched · Mutual fund Index | $303K | 9.6% |
| Mywayretirement Index 2045 Fund Fee - R Manager not matched · Mutual fund Index | $284K | 9.0% |
| Mywayretirement Indx Rtrmnt Fund Fee - R Manager not matched · Mutual fund Index | $259K | 8.2% |
| Mywayretirement Index 2035 Fund Fee - R Manager not matched · Mutual fund Index | $230K | 7.3% |
| MFS Ttl Rtn R4 MFS (Sun Life) · Mutual fund | $227K | 7.2% |
| Mywayretirement Index 2030 Fee - Class R Manager not matched · Mutual fund Index | $176K | 5.6% |
| Mywayretirement Lgcp Growth Fund Class R Manager not matched · Mutual fund | $121K | 3.8% |
Added 6 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedR | $1.5M |
| AddedMywayretirement Index 2055 Fund Fee - R | $578K |
| AddedMywayretirement Index 2060 Fund Fee - R | $468K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.