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 INC1+ years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $18,300 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 49 · EIN 27-0293282 | Other Services | $4,025 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,481 |
6 funds of $250K or more; 33 lines in all, holding $6.6M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution Inc P Z Voya · Insurance contract Index | $1.9M | 29.1% |
| Voya Index Solution 2030 P Z Voya · Insurance contract Index | $795K | 12.1% |
| Voya Index Solution 2035 P Z Voya · Insurance contract Index | $605K | 9.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $582K | 8.9% |
| Guaranteed Investment Contract (Fbric) Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $548K | 8.3% |
| Voya Index Solution 2040 P Z Voya · Insurance contract Index | $300K | 4.6% |
| Voya Index Solution 2045 P Z Voya · Insurance contract Index | $236K | 3.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Insurance contract | $222K | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $176K | 2.7% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $165K | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.