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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTAL INVESTMENT SERV Service code 55 | Other Commissions | $50,247 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,285 |
Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
11 funds of $250K or more; 37 lines in all, holding $8.9M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifcyc In 2050 F R6 TIAA (Nuveen) · Insurance contract | $1.2M | 13.6% |
| Nuveen Lifcyc In 2030 F R6 TIAA (Nuveen) · Insurance contract | $1.0M | 11.5% |
| Nuveen Lifcyc In 2025 F R6 TIAA (Nuveen) · Insurance contract | $950K | 10.7% |
| Nuveen Lifcyc In 2045 F R6 TIAA (Nuveen) · Insurance contract | $851K | 9.6% |
| Nuveen Lifcyc In 2040 F R6 TIAA (Nuveen) · Insurance contract | $733K | 8.3% |
| Nuveen Lifcyc In 2035 F R6 TIAA (Nuveen) · Insurance contract | $674K | 7.6% |
| Fidelity 500 Index Fidelity (FMR) · Insurance contract Index | $651K | 7.3% |
| Nuveen Lifcyc In 2015 F R6 TIAA (Nuveen) · Insurance contract | $537K | 6.1% |
| Fidelity Lg Cp Grw Id Fd Fidelity (FMR) · Insurance contract | $345K | 3.9% |
| Guaranteed Interest Account: Voya Retirement Insurance and Annuity Company Voya · Insurance contract Recordkeeper's own fund | $275K | 3.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.