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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERV CORP Service code 12 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33742 | Recordkeeping and information managem... | $18,066 |
STANDARD FINANCIAL GROUP2 years Filed as: STANDARD INSURANCE COMPANY Service code 12 · EIN 93-0242990 1100 SW 6TH AVE · PORTLAND, OR 97204 | Custodial (other than securities); Cl... | $175 |
FLYNN, SHOJINAGA & ASSOCIATES, INC.10+ years Service code 15 · EIN 68-0005849 1320 HARBOR BAY PARKWAY, SUITE 255 · ALAMEDA, CA 94502 | Recordkeeping | $0 |
8 funds of $250K or more; 20 lines in all, holding $5.5M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Large-Cap Value Fund T. Rowe Price · Separate account | $1.0M | 18.2% |
| American Balanced Fund Capital Group · Separate account | $705K | 12.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Separate account | $693K | 12.5% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Separate account | $458K | 8.3% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Separate account Index | $438K | 7.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $429K | 7.8% |
| DFA International Value Portfolio Dimensional · Separate account | $297K | 5.4% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Separate account | $261K | 4.7% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Separate account Index | $192K | 3.5% |
| Fidelity Diversified International Fund Fidelity (FMR) · Separate account | $177K | 3.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.