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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $6,430 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5 |
2 funds of $250K or more; 17 lines in all, holding $1.5M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass American Funds 2035 Fund Capital Group · Collective trust | $367K | 24.8% |
| MyCompass American Funds 2060 Capital Group · Collective trust | $288K | 19.4% |
| MyCompass American Funds 2055 Fund Capital Group · Collective trust | $198K | 13.4% |
| Trust MyCompass American Funds 2030 Capital Group · Collective trust | $170K | 11.4% |
| MyCompass American Funds 2065 Capital Group · Collective trust | $145K | 9.8% |
| MyCompass American Funds 2040 Fund Capital Group · Collective trust | $95K | 6.4% |
| MyCompass American Funds 2050 Capital Group · Collective trust | $94K | 6.3% |
| MyCompass American Funds 2045 Capital Group · Collective trust | $80K | 5.4% |
| Rate American Funds New World Registered inve Capital Group · Mutual fund | $15K | 1.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $11K | 0.7% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.