Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $92,008 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $15,412 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $0 |
13 funds of $250K or more; 19 lines in all, holding $15.5M of the plan's $22.6M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 20.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 14.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 12.0% |
| Mass Investors Grw Stk Fnd R6 Manager not matched · Mutual fund | $1.8M | 11.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.4M | 8.8% |
| Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $967K | 6.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $806K | 5.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $723K | 4.6% |
| DFA Emerging Markets Pt Ins Dimensional · Mutual fund | $620K | 4.0% |
| Calv US Lg Cp Cr Rsp In F R6 Manager not matched · Mutual fund | $455K | 2.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.