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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSURANCE AGENCY, INC. Service code 99 · EIN 65-0087356 | Other Fees | $15,681 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,016 |
4 funds of $250K or more; 38 lines in all, holding $3.7M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $583K | 15.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $376K | 10.1% |
| JP Morgan US Research Enhanced Equities Fund JPMorgan · Mutual fund | $302K | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $291K | 7.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $246K | 6.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $213K | 5.7% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $187K | 5.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $161K | 4.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $135K | 3.6% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $122K | 3.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.