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| Provider | Service type | Compensation |
|---|---|---|
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL, LLC Service code 99 · EIN 27-1124147 | Other Fees | $15,448 |
Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $7,759 |
6 funds of $250K or more; 36 lines in all, holding $6.8M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya MyCompass Ind Mod 2035 Fd R Voya · Mutual fund Recordkeeper's own fund | $2.0M | 28.8% |
| Voya MyCompass Ind Mod 2045 Fd R Voya · Mutual fund Recordkeeper's own fund | $1.3M | 18.5% |
| Voya MyCompass Ind Mod 2055 Fd R Voya · Mutual fund Recordkeeper's own fund | $1.1M | 16.3% |
| Voya MyCompass Ind Mod Ret Fd R Voya · Mutual fund Recordkeeper's own fund | $782K | 11.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $353K | 5.2% |
| Voya MyCompass Ind Mod 2065 Fd R Voya · Mutual fund Recordkeeper's own fund | $263K | 3.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $167K | 2.4% |
| Voya Retirement Insurance and Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $159K | 2.3% |
| Voya MyCompass Ind Agg 2065 Fd R Voya · Mutual fund Recordkeeper's own fund | $82K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.