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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $6,807 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 | Advisory (Participants) | $1,286 |
17 funds hold $1.1M of the plan's $1.1M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $737K | 66.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $230K | 20.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Separate account Index | $85K | 7.7% |
| Vangrd Tot Int Stk In F Adm Vanguard · Separate account | $17K | 1.6% |
| Inv Core Bnd Fd R6 Manager not matched · Separate account | $6K | 0.5% |
| BlackRock Advantage Sm C K BlackRock · Separate account | $5K | 0.4% |
| Vangrd Mid-Cap Vl Indx Fnd Adm Vanguard · Separate account Index | $4K | 0.4% |
| American Funds Amer Mutual R6 Capital Group · Separate account | $4K | 0.4% |
| Pooled Separate Accounts Alger Cap Apprec Instit Fd Y Manager not matched · Separate account | $4K | 0.4% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Separate account | $4K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.