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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $3,143 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,203 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $1,116 |
9 funds of $250K or more; 19 lines in all, holding $8.6M of the plan's $8.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.8M | 21.0% |
| Voya Fixed Account Voya · Insurance contract | $1.8M | 20.3% |
| American Funds Nw Prspctv R6 Capital Group · Insurance contract | $1.1M | 12.8% |
| Voya Large Cap Growth Fund 8 Voya · Insurance contract | $984K | 11.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $736K | 8.5% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract | $550K | 6.4% |
| date, rate of interest, collateral, par, or maturity Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $360K | 4.2% |
| Voya Index Solution 2055 P Z Voya · Insurance contract Index | $336K | 3.9% |
| American Funds Wash Mutual R6 Capital Group · Insurance contract | $263K | 3.0% |
| Voya Index Solution 2040 P Z Voya · Insurance contract Index | $215K | 2.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.