Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $48,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,568 |
GECOM CORPORATION4 years Service code 15 · EIN 35-1706912 | Recordkeeping | $27,955 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 21 lines in all, holding $35.8M of the plan's $37.9M. From the 2024 filing. Recordkeeper: Raymond James Financial Services.
Target-date series: American Funds Target Date, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.8M | 30.3% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $4.1M | 11.6% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $3.6M | 10.0% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $3.3M | 9.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.4M | 6.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $2.0M | 5.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.9M | 5.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 3.4% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $1.2M | 3.3% |
| Diamond Hill Large Cap Fund Class Y Diamond Hill · Mutual fund | $1.0M | 2.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.