Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC8+ years Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 49 | Other Services | $12,252 |
ANNEX WEALTH MANAGEMENT LLC4 years Service code 99 · EIN 68-0524298 | Other Fees | $0 |
6 funds of $250K or more; 27 lines in all, holding $4.2M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Voya Target Solution, other, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Insurance contract Target-date, 11 vintages | $2.2M | 51.9% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Insurance contract | $476K | 11.2% |
| Vanguard 500 Index Fund Vanguard · Insurance contract Index | $429K | 10.1% |
| Voya Fixed Account Voya · Insurance contract | $162K | 3.8% |
| Vanguard Balanced Index Fund Vanguard · Insurance contract Index | $153K | 3.6% |
| American Century Ultra Fund American Century · Insurance contract | $143K | 3.4% |
| Vanguard Total International Stock Index Fund Vanguard · Insurance contract Index | $142K | 3.4% |
| American Century Mid Cap Value American Century · Insurance contract | $119K | 2.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Insurance contract | $67K | 1.6% |
| Voya Intermediate Bond Fund Voya · Insurance contract | $52K | 1.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
The auditor signed off without reservation. This is the cleanest opinion.