Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,644 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $15,594 |
17 funds of $250K or more; 20 lines in all, holding $22.7M of the plan's $31.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 19.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 16.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.0M | 13.4% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $1.7M | 7.4% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $1.6M | 6.9% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 5.3% |
| Vangrd Intl Grw Fnd Adm Vanguard · Mutual fund | $1.0M | 4.5% |
| JPMorgan Lrg Cp Value Fnd R6 JPMorgan · Mutual fund | $885K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $851K | 3.7% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $825K | 3.6% |
Added 4 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Growth Index Fund Admiral Shares | $5.6M |
| AddedVanguard Total Stock Market Index Fund Admiral Shares | $4.4M |
| Share class changeT. Rowe Price Retirement 2040 Fund-I Class to T. Rowe Price Retirement 2035 Fund-I Class | $1.6M to $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.