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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $4,086 |
3 funds of $250K or more; 9 lines in all, holding $1.3M of the plan's $1.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Agg 2055 Fd R Manager not matched · Collective trust | $443K | 33.0% |
| MyCompass Ind Agg 2065 Fd R Manager not matched · Collective trust | $372K | 27.7% |
| MyCompass Ind Agg Ret Fd R Manager not matched · Collective trust | $285K | 21.2% |
| MyCompass Ind Agg 2035 Fd R Manager not matched · Collective trust | $117K | 8.7% |
| MyCompass Ind Agg 2045 Fd R Manager not matched · Collective trust | $98K | 7.3% |
| date, rate of interest, collateral, par or maturity Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $20K | 1.5% |
| Attachment to 2025 Form Manager not matched · Other | $6K | 0.4% |
| MyCompass Ind Cns 2055 F R Manager not matched · Collective trust | $2K | 0.2% |
| Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market | $106 | <0.1% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.