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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
19 funds of $250K or more; 33 lines in all, holding $20.1M of the plan's $22.0M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $3.5M | 17.5% |
| Voya Index Solution 2045 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $3.0M | 14.7% |
| Voya Index Solution 2025 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.8M | 8.8% |
| Voya Index Solution 2055 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.6M | 7.8% |
| TRowe Price Capital Appr. Portfolio T. Rowe Price · Mutual fund | $1.3M | 6.3% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $1.1M | 5.4% |
| Voya Index Solution Income Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $899K | 4.5% |
| New Perspective Fund Capital Group · Mutual fund | $736K | 3.7% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $702K | 3.5% |
| Voya Fixed Plus Account III Voya · Insurance contract Recordkeeper's own fund | $598K | 3.0% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.