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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,186 |
4 funds of $250K or more; 16 lines in all, holding $6.7M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.3M | 78.6% |
| Voya Fixed Plus Account III Voya · Insurance contract Recordkeeper's own fund | $234K | 3.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $214K | 3.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $207K | 3.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $173K | 2.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $114K | 1.7% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Mutual fund | $107K | 1.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $88K | 1.3% |
| Principal Real Estates Securities Fund R6 Principal · Mutual fund | $73K | 1.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $55K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.