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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $859,539 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $318,632 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 99 · EIN 11-3658445 | Other Fees | $46,647 |
28 funds of $250K or more; 19 lines in all, holding $719M of the plan's $833M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Manager not matched · Collective trust Target-date, 13 vintages | $325M | 45.2% |
| Amer Fnds The Grw of Amer R6 Manager not matched · Mutual fund | $71.1M | 9.9% |
| T. Rowe Price Retirement Manager not matched · Mutual fund Target-date, 1 vintage | $70.6M | 9.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $56.6M | 7.9% |
| Amer Fnds Fundamental Invt R6 Manager not matched · Mutual fund | $56.3M | 7.8% |
| Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $27.0M | 3.8% |
| SStr US Bond Index SL Fd XIV Manager not matched · Collective trust Index | $15.9M | 2.2% |
| Bnym SL MC Stk Ind Fd Ins BNY · Collective trust | $15.6M | 2.2% |
| S St Gl Al Cp Eq xUS I SL S II Manager not matched · Collective trust | $15.3M | 2.1% |
| Janus Hndr Enterprise Fund N Janus Henderson · Mutual fund | $14.1M | 2.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.