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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC INC. Service code 22 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Insurance Broker | $39,748 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,646 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW ADVISORS Service code 15 56 CESAR E CHAVEZ AVE SW, STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $11,120 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,941 |
10 funds of $250K or more; 24 lines in all, holding $11.7M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Empower.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.