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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBERG, FL 33716 | Advisory (Plan) | $25,252 |
PENSION PLAN SPECIALISTS, PC10+ years Service code 13 | Contract Administrator | $10,000 |
PENSION PLAN SPECIALISTS, PC10+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $9,343 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
19 funds of $250K or more; 33 lines in all, holding $16.2M of the plan's $16.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund (A) BlackRock · ETF Index | $2.0M | 12.1% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.8M | 11.3% |
| T. Rowe Price 2045 Adv T. Rowe Price · Mutual fund Possible retail class A | $1.6M | 10.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.1M | 6.7% |
| T. Rowe Price 2030 Adv T. Rowe Price · Mutual fund Possible retail class A | $1.0M | 6.4% |
| T. Rowe Price 2050 Adv T. Rowe Price · Mutual fund Possible retail class A | $900K | 5.6% |
| Victory Sycamore Established Value A Mutual fund Victory Capital · Mutual fund Possible retail class A | $808K | 5.0% |
| Empower T. Rowe Price Mid Cap Growth Fund Investor Class T. Rowe Price · Mutual fund Possible retail class A | $782K | 4.8% |
| T. Rowe Price 2040 Adv T. Rowe Price · Mutual fund Possible retail class A | $579K | 3.6% |
| T. Rowe Price 2035 Adv T. Rowe Price · Mutual fund Possible retail class A | $546K | 3.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.