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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $24,469 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,002 |
33 funds of $250K or more; 40 lines in all, holding $39.4M of the plan's $40.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| or maturity value Pooled Separate Accounts (Group Annuity Contract Subaccounts): Voya Voya · Insurance contract | $5.4M | 13.8% |
| Insurance Company General Account Voya · Insurance contract | $3.2M | 8.0% |
| Voya Large Cap Growth Portfolio Voya · Mutual fund | $3.1M | 7.9% |
| American Balanced Fund Capital Group · Mutual fund | $2.9M | 7.4% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $2.2M | 5.5% |
| Voya Solution 2035 Portfolio Voya · Mutual fund | $1.9M | 4.8% |
| VY(R) T. Rowe Price Growth Equity Portfolio T. Rowe Price · Mutual fund | $1.8M | 4.6% |
| Eupac Fund Capital Group · Mutual fund | $1.6M | 4.1% |
| Voya Solution 2045 Portfolio Voya · Mutual fund | $1.5M | 3.9% |
| Voya Invesco Growth & Income Invesco · Mutual fund | $1.4M | 3.5% |
Covers 61,314 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.