Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $17,482 |
11 funds of $250K or more; 25 lines in all, holding $5.6M of the plan's $5.7M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Pooled separate accounts: Voya Retirement Insurance and Annuity Company Voya · Separate account Recordkeeper's own fund | $773K | 13.9% |
| American Funds 2030 T Date R6 Capital Group · Insurance contract | $607K | 10.9% |
| American Funds 2045 T Date R6 Capital Group · Insurance contract | $565K | 10.2% |
| American Funds 2055 T Date R6 Capital Group · Insurance contract | $531K | 9.6% |
| American Funds 2025 T Date R6 Capital Group · Insurance contract | $452K | 8.1% |
| American Funds 2035 T Date R6 Capital Group · Insurance contract | $424K | 7.6% |
| American Funds 2040 T Date R6 Capital Group · Insurance contract | $404K | 7.3% |
| American Funds 2050 T Date R6 Capital Group · Insurance contract | $392K | 7.1% |
| American Funds 2010 T Date R6 Capital Group · Insurance contract | $340K | 6.1% |
| American Funds 2020 T Date R6 Capital Group · Insurance contract | $333K | 6.0% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.