Filed July 28, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 16 · EIN 59-1237041 | Consulting | $20,000 |
Service code 49 · EIN 04-1590850 | Other Services | $2,122 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3955887 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-2528977 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,508 | $66,319+81.7% | $93,621+28.7% | $65,186+84.9% |
| Participation rate | 94.4% | 74.0%+20.4pp | 75.8%+18.6pp | 70.2%+24.2pp |
| Annual return | 25.24% | 42.59%-17.3pp | 32.76%-7.5pp | 29.39%-4.1pp |
| Employer contribution / active EE | $3,047 | $2,013+51.4% | $2,719+12.1% | $2,177+40.0% |
| Participant deferral / active EE | $11,026 | $3,343+229.8% | $4,070+170.9% | $3,514+213.8% |
| Admin fee / account holder | $70 | $6,900-99.0% | $7,890-99.1% | $847-91.7% |