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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 49 | Other Services | $176,442 |
GALACTIC, INC1 year Service code 99 · EIN 63-0974457 | Other Fees | $9,799 |
Filed as: CONCURRENT ADVISORS Service code 99 · EIN 92-1819393 | Other Fees | $7,965 |
Filed as: ONEDIGITAL Service code 99 · EIN 82-1434504 | Other Fees | $6,889 |
Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: LION STREET FINANCIAL, LLC Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $0 |
16 funds of $250K or more; 30 lines in all, holding $40.5M of the plan's $41.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya MyCompass Ind Mod 2035 Fd R Voya · Mutual fund | $9.6M | 23.7% |
| Voya MyCompass Ind Mod 2045 Fd R Voya · Mutual fund | $6.3M | 15.5% |
| Voya MyCompass Ind Mod Ret Fd R Voya · Mutual fund | $5.7M | 14.1% |
| Voya MyCompass Ind Mod 2055 Fd R Voya · Mutual fund | $4.5M | 11.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 8.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.4M | 5.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 4.5% |
| Voya MyCompass Ind Mod 2065 Fd R Voya · Mutual fund | $1.2M | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $799K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $709K | 1.8% |
Added 7 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchBlackrock Lifepath Index 2030 Fund Institutional Shares to Voya MyCompass Ind Mod 2035 Fd R | $21.9M to $28.1M |
| ReplacedHighS&P 500 Index Account to Fidelity 500 Index Fund | $1.2M to $3.5M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $2.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 stable value or insurance lines.
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 71,410 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.