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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE WEALTH GROUP Service code 99 · EIN 82-2502694 | Other Fees | $27,906 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,829 |
9 funds of $250K or more; 27 lines in all, holding $11.9M of the plan's $12.3M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 15.4% |
| funds: MyCompass American Funds 2055 Fund-R Capital Group · Collective trust | $1.3M | 11.0% |
| MyCompass Amer Fds 2035 Fd R Capital Group · Collective trust | $1.3M | 11.0% |
| MyCompass Amer Fds 2050 Fd R Capital Group · Collective trust | $1.2M | 10.2% |
| MyCompass Amer Fds 2060 Fd R Capital Group · Collective trust | $1.1M | 9.3% |
| MyCompass Amer Fds 2040 Fd R Capital Group · Collective trust | $1.0M | 8.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $934K | 7.9% |
| MyCompass Amer Fds 2045 Fd R Capital Group · Collective trust | $777K | 6.6% |
| MyCompass Amer Fds 2025 Fd R Capital Group · Collective trust | $762K | 6.4% |
| MyCompass Amer Fds 2010 Fd R Capital Group · Collective trust | $187K | 1.6% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.