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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,684 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-1468619 | Other Services | $0 |
16 funds of $250K or more; 19 lines in all, holding $35.3M of the plan's $36.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: BlackRock LifePath, other, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Growth Fund R6 Pooled Separate Account MFS (Sun Life) · Separate account | $5.9M | 16.8% |
| BlackRock LifePath BlackRock · Separate account Target-date, 8 vintages | $4.8M | 13.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $4.8M | 13.7% |
| Putnam Lrg Cp Val Fd Cl R6 Pooled Separate Account Franklin Templeton · Separate account | $4.0M | 11.2% |
| American Funds Am Balanced R6 Pooled Separate Account Capital Group · Separate account | $3.3M | 9.3% |
| Vangrd Balanced Index Fnd Adm Manager not matched · Separate account Index | $3.0M | 8.4% |
| TRwPr Global Stock Fund I Pooled Separate Account Manager not matched · Separate account | $2.6M | 7.5% |
| Voya Fixed Account Guaranteed Interest Contract Voya · Insurance contract Recordkeeper's own fund | $1.9M | 5.5% |
| American Funds Wash Mutual R6 Pooled Separate Account Capital Group · Separate account | $1.9M | 5.4% |
| Vangrd Mid-Cap Index Fund Adm Manager not matched · Separate account Index | $1.0M | 2.9% |
See the other 9 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVangrd Mid-Cap Index Fund Adm | $1.0M |
| DroppedPrincipal Edge MidCap Fund R6 | $674K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,140 | $108,549+16.2% | $156,263-19.3% | $85,563+47.4% |
| Participation rate | 96.4% | 77.1%+19.3pp | 78.9%+17.5pp | 66.0%+30.4pp |
| Annual return | 14.63% | 21.79%-7.2pp | 59.47%-44.8pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,392 | $2,690-11.0% | $4,333-44.8% | $2,654-9.8% |
| Participant deferral / active EE | $4,742 | $4,800-1.2% | $6,158-23.0% | $4,375+8.4% |
| Admin fee / account holder | $559 | $650-14.1% | $14,255-96.1% | $834-33.0% |