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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $0 |
35 funds hold $509K of the plan's $617K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya MyCompass Ind Mod 2035 Fd R Voya · Mutual fund | $95K | 18.6% |
| Voya MyCompass Ind Mod 2045 Fd R Voya · Mutual fund | $92K | 18.1% |
| Voya MyCompass Ind Mod Ret Fd R Voya · Mutual fund | $69K | 13.6% |
| Voya MyCompass Ind Mod 2055 Fd R Voya · Mutual fund | $55K | 10.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 8.1% |
| Putnam Dynamic Asset Allocation Balanced Fund Class R6 Franklin Templeton · Mutual fund | $23K | 4.4% |
| Voya MyCompass Ind Mod 2065 Fd R Voya · Mutual fund | $15K | 2.9% |
| Voya MyCompass Index Conservative Retirement N/R Voya · Mutual fund | $14K | 2.8% |
| Voya MyCompass Index Conservative 2045 Fund Voya · Mutual fund | $11K | 2.2% |
| JPMorgan US Garp Equity F R6 JPMorgan · Mutual fund | $10K | 2.0% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.