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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $2,331 |
5 funds hold $323K of the plan's $324K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $299K | 92.4% |
| Nuveen Lifcyc In 2065 F R6 TIAA (Nuveen) · Mutual fund | $14K | 4.4% |
| Nuveen Lifcyc In 2030 F R6 TIAA (Nuveen) · Mutual fund | $6K | 1.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 0.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.