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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $18,640 |
Service code 49 · EIN 13-3601506 4114 LEGATO RD · FAIRFAX, VA 22033 | Other Services | $10,812 |
MORNINGSTAR2 years Filed as: MORNIGSTAR Service code 27 | Advisory (Plan) | $3,221 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
21 funds of $250K or more; 22 lines in all, holding $26.3M of the plan's $26.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 42% of fund dollars
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPooled Separate Accounts Voya Retirement Insurance and American Funds Cap Inc Bld R6 | $301K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.