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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS, LLC Service code 49 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Other Services | $1,364 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $413 |
3 funds of $250K or more; 31 lines in all, holding $2.8M of the plan's $2.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund Index | $632K | 22.6% |
| Voya Financial Voya Index Solution 2055 P Z Voya · Separate account Index | $401K | 14.4% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund Index | $376K | 13.5% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund Index | $225K | 8.0% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund Index | $195K | 7.0% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund Index | $147K | 5.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $146K | 5.2% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund Index | $146K | 5.2% |
| Voya Index Solution 2025 Portfolio Class Z Voya · Mutual fund Index | $99K | 3.5% |
| Vanguard 500 Index Fund Admiral Shares Manager not matched · Mutual fund Index | $90K | 3.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.