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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 54 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | Sales Loads | $20,110 |
AMERICAN FUNDS8 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 99 | Other Fees | $3,635 |
7 funds of $250K or more; 32 lines in all, holding $9.1M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.8M | 20.2% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.7M | 18.2% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.5M | 16.8% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.1M | 11.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $554K | 6.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 4.7% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $382K | 4.2% |
| Vangrd Mid-Cap Vl Indx Fnd Adm Vanguard · Mutual fund | $202K | 2.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $165K | 1.8% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund | $141K | 1.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.