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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $25,314 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,646 |
4 funds of $250K or more; 7 lines in all, holding $7.2M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Funds held by trustee Manager not matched · Mutual fund | $5.8M | 80.0% |
| Contributions: Employee Manager not matched · Other | $471K | 6.5% |
| Investment income: Interest and dividends Manager not matched · Other | $470K | 6.5% |
| Increases(decreases) in net assets attributed to: Net appreciation in market value of investments Unrealized Manager not matched · Other | $466K | 6.4% |
| Realized Manager not matched · Other | $27K | 0.4% |
| Participant's contribution Manager not matched · Other | $9K | 0.1% |
| Receivables: Employer's contribution Manager not matched · Other | $4K | <0.1% |
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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.