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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $13,084 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,438 |
12 funds of $250K or more; 18 lines in all, holding $7.2M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.3M | 46.1% |
| Fidelity Advisor 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 14.2% |
| Stable Return Fund M Manager not matched · Mutual fund | $875K | 12.1% |
| Fidelity Advisor Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $375K | 5.2% |
| Fidelity Advisor Government Mmkt Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $290K | 4.0% |
| Fidelity Advisor Balanced Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $276K | 3.8% |
| Fidelity Advisor Focused Emerging Markets Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $245K | 3.4% |
| Fidelity Advisor Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $161K | 2.2% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $140K | 1.9% |
| Fidelity Advisor Strategic Dividend & Income Fund - Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $128K | 1.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.