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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF GA, LLC Service code 49 · EIN 62-1200951 | Other Services | $16,535 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
7 funds of $250K or more; 30 lines in all, holding $6.7M of the plan's $6.9M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2060 Portfolio Class Z Voya · Separate account IndexRecordkeeper's own fund | $1.1M | 17.0% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $978K | 14.5% |
| Voya Index Solution Port Z Voya · Mutual fund IndexRecordkeeper's own fund | $700K | 10.4% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $698K | 10.4% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $520K | 7.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $486K | 7.2% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $251K | 3.7% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $221K | 3.3% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $221K | 3.3% |
| Voya Index Solution 2025 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $217K | 3.2% |
Covers 61,314 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.