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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $7,779 |
Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
6 funds of $250K or more; 31 lines in all, holding $4.6M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| NON-Benefit Responsive Fixed Annuity Contracts: Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.1M | 23.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $706K | 15.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $548K | 11.8% |
| Amer Fnds 2045 Target Date R6 Manager not matched · Mutual fund | $420K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $347K | 7.5% |
| Amer Fnds 2035 Target Date R6 Manager not matched · Mutual fund | $306K | 6.6% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $197K | 4.3% |
| Janus Hndr Enterprise Fund N Janus Henderson · Mutual fund | $176K | 3.8% |
| JPMorgan U.S. Res Enhanc Eq R6 JPMorgan · Mutual fund | $155K | 3.4% |
| Amer Fnds 2055 Target Date R6 Manager not matched · Mutual fund | $108K | 2.3% |
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedAmer Fnds 2045 Target Date R6 | $840K |
| AddedFidelity Mid Cap Index Fund | $706K |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $548K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.