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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
5 funds of $250K or more; 24 lines in all, holding $4.5M of the plan's $4.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Voya Target Solution, other, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Separate account Target-date, 9 vintages | $2.4M | 53.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $592K | 13.1% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $188K | 4.1% |
| Vangrd LifeStrat Md Grw Fd Inv Manager not matched · Separate account | $175K | 3.9% |
| American Funds Nw Prspctv R6 Capital Group · Separate account | $170K | 3.8% |
| Vangrd LifeStrat Grw Fd Inv Manager not matched · Separate account | $162K | 3.6% |
| Vangrd Windsor II Fund Adm Manager not matched · Separate account | $139K | 3.1% |
| American Funds New World R6 Capital Group · Separate account | $110K | 2.4% |
| MFS Research Intl Fund R6 MFS (Sun Life) · Separate account | $71K | 1.6% |
| VY TRwPr Cap Apprec Port R6 Manager not matched · Separate account | $71K | 1.6% |
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.