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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 99 · EIN 13-2638166 | Other Fees | $52,179 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,375 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 64 · EIN 04-3516284 | Recordkeeping Fees | $0 |
24 funds of $250K or more; 21 lines in all, holding $42.5M of the plan's $42.8M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Manager not matched · Mutual fund Target-date, 11 vintages | $11.0M | 26.0% |
| Vanguard Growth Index Fund Admiral Shares Manager not matched · Mutual fund Index | $6.9M | 16.3% |
| Vangrd Tot St Mkt Indx Fd Adm Manager not matched · Mutual fund Index | $3.9M | 9.1% |
| Fidelity Small Cap Grw K6 Fnd Fidelity (FMR) · Mutual fund | $3.3M | 7.7% |
| Mass Investors Grw Stk Fnd R6 Manager not matched · Mutual fund | $2.9M | 6.9% |
| Vangrd Mid-Cap VI Indx Fnd Adm Manager not matched · Mutual fund Index | $1.9M | 4.4% |
| MetLife Stable Value Solutions CL J MetLife · Stable value Stable value | $1.9M | 4.4% |
| Loomis Sayles Global Allocation Fund Class N Natixis IM · Mutual fund | $1.6M | 3.8% |
| Vangrd Equity Income Fund Adm Manager not matched · Mutual fund | $1.6M | 3.7% |
| Vangrd ShTrm Crp Bd In Fd Adm Manager not matched · Mutual fund | $1.2M | 2.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.