Filed May 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $68,620 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
BLACKROCK4 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
PIONEER4 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,523 | $99,957-11.4% | $149,745-40.9% | $73,497+20.4% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.5%+13.9pp | 70.7%+25.7pp |
| Annual return | 14.25% | 53.87%-39.6pp | 276.72%-262.5pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,684 | $3,191-47.2% | $4,646-63.7% | $2,270-25.8% |
| Participant deferral / active EE | $5,149 | $6,073-15.2% | $6,843-24.8% | $3,740+37.7% |
| Admin fee / account holder | $306 | $551-44.4% | $9,312-96.7% | $513-40.3% |