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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $32,273 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,983 |
Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 | Other Services | $3,300 |
MORNINGSTAR1 year Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,752 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
7 funds of $250K or more; 16 lines in all, holding $7.1M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 39.7% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $1.3M | 17.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $811K | 11.4% |
| American Funds American Balanced Fund Capital Group · Separate account | $507K | 7.1% |
| Voya Large Cap Growth Portfolio Voya · Mutual fund | $417K | 5.8% |
| GG Europacific Growth Fund Capital Group · Mutual fund | $339K | 4.8% |
| Voya Large Cap Value Portfolio Voya · Mutual fund | $338K | 4.7% |
| Guggenheim Total Return Bond Fund Guggenheim · Mutual fund | $166K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $121K | 1.7% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $83K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.