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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIRMENT PARTNERS, LLC Service code 99 | Other Fees | $123,820 |
MY BENEFITS, LLC8 years Service code 49 · EIN 71-0294708 PO BOX 745680 · ATLANTA, GA 30374 | Other Services | $31,434 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $4,210 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $93 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other Fees | $0 |
MORNINGSTAR1 year Filed as: MORINGSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
22 funds of $250K or more; 39 lines in all, holding $35.8M of the plan's $36.5M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amer Fnds 2030 Target Date R6 Manager not matched · Separate account | $3.3M | 9.2% |
| Amer Fnds 2045 Target Date R6 Manager not matched · Separate account | $3.2M | 8.9% |
| Amer Fnds 2050 Target Date R6 Manager not matched · Separate account | $3.1M | 8.7% |
| Amer Fnds 2040 Target Date R6 Manager not matched · Separate account | $2.9M | 8.2% |
| Amer Fnds 2035 Target Date R6 Manager not matched · Separate account | $2.8M | 7.9% |
| Amer Fnds 2020 Target Date R6 Manager not matched · Separate account | $2.7M | 7.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $2.6M | 7.4% |
| Voya Stable Value Fund Voya · Insurance contract | $2.0M | 5.6% |
| Amer Fnds American Balance R6 Manager not matched · Separate account | $1.9M | 5.3% |
| JPMorgan Grw Advantage Fnd R6 JPMorgan · Separate account | $1.5M | 4.2% |
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.