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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,308 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $0 |
QUINTES ADM. AND INSURANCE3 years Service code 49 | Other Services | $0 |
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
8 funds of $250K or more; 29 lines in all, holding $6.1M of the plan's $6.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.6M | 26.8% |
| AB Large Cap Grw Fnd Z AllianceBernstein · Separate account | $642K | 10.5% |
| Voya Index Solution 2045 P Z Voya · Separate account Index | $588K | 9.6% |
| Voya Index Solution 2040 P Z Voya · Separate account Index | $390K | 6.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Separate account | $352K | 5.7% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Separate account Index | $306K | 5.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $272K | 4.4% |
| Voya Index Solution 2050 P Z Voya · Separate account Index | $259K | 4.2% |
| Voya Index Solution 2035 P Z Voya · Separate account Index | $204K | 3.3% |
| MFS Value Fund R6 MFS (Sun Life) · Separate account | $204K | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.