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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,860 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,716 |
20 funds of $250K or more; 21 lines in all, holding $35.6M of the plan's $35.6M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Voya Target Solution, collective trust, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Stable Value Option Voya · Stable value Stable valueRecordkeeper's own fund | $17.5M | 49.3% |
| Voya Target Solution Voya · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $6.6M | 18.5% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $1.6M | 4.6% |
| Growth Fund OF America Capital Group · Mutual fund | $1.6M | 4.4% |
| New Perspective Fund Capital Group · Mutual fund | $1.2M | 3.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 3.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $945K | 2.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $690K | 1.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $635K | 1.8% |
| Columbia Select Mid Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $563K | 1.6% |
See the other 11 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,819 | $66,457+6.6% | $81,382-13.0% | $77,643-8.8% |
| Participation rate | 99.3% | 68.7%+30.5pp | 69.5%+29.8pp | 70.6%+28.7pp |
| Annual return | 10.40% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $3,690 | $2,159+70.9% | $2,463+49.8% | $2,726+35.4% |
| Participant deferral / active EE | $3,398 | $3,679-7.6% | $3,883-12.5% | $4,647-26.9% |
| Admin fee / account holder | $35 | $583-94.0% | $5,768-99.4% | $430-91.9% |