Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 49 · EIN 71-0294708 | Other Services | $46,574 |
Service code 99 · EIN 46-5392613 | Other Fees | $26,086 |
4 funds of $250K or more; 30 lines in all, holding $5.6M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Separate account | $1.2M | 20.8% |
| AB Large Cap Grw Fnd Z AllianceBernstein · Separate account | $1.2M | 20.7% |
| American Funds Am Balance R6 Capital Group · Separate account | $763K | 13.6% |
| Pgim Jennison Sm Comp Fd R6 Prudential (PGIM) · Separate account | $465K | 8.3% |
| Voya Index Solution 2060 P Z Voya · Separate account IndexRecordkeeper's own fund | $217K | 3.9% |
| JPMorgan Grw Advantage Fnd R6 JPMorgan · Separate account | $213K | 3.8% |
| Vgrd Mrgst MdCp In Ad Manager not matched · Separate account | $190K | 3.4% |
| Voya Index Solution 2065 P Z Voya · Separate account IndexRecordkeeper's own fund | $188K | 3.3% |
| Vgrd Mrgst SmCp In Ad Manager not matched · Separate account | $166K | 3.0% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Separate account | $118K | 2.1% |
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedPgim Jennison Sm Comp Fd R6 | $465K |
| DroppedJPMorgan SmCp Growth Fnd R6 | $399K |
| DroppedMFS Core Equity Fund R6 | $285K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.