Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $15,159 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 C/O FUTURE PLAN · CHICAGO, IL 60673 | Contract Administrator | $11,172 |
BELPOINTE ASSET MANAGEMENT LLC1+ years Filed as: BELPOINTE ASSET MANAGEMENT, LLC Service code 99 · EIN 56-2641678 | Other Fees | $4,589 |
NFP RETIREMENT INC1+ years Service code 99 · EIN 33-0905143 | Other Fees | $1,116 |
2 funds of $250K or more; 16 lines in all, holding $3.4M of the plan's $3.5M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Moderate 2055 Manager not matched · Collective trust Index | $1.5M | 42.4% |
| MyCompass Index Moderate 2045 Fund Manager not matched · Collective trust Index | $1.4M | 42.1% |
| MyCompass Index Aggressive 2045 Fund Manager not matched · Collective trust Index | $202K | 5.9% |
| MyCompass Index Moderate 2065 Fund Manager not matched · Collective trust Index | $130K | 3.8% |
| MyCompass Ind Moderate Retirement Manager not matched · Collective trust Index | $112K | 3.2% |
| MyCompass Index Moderate 2035 Fund Manager not matched · Collective trust Index | $57K | 1.6% |
| MyCompass Index Aggressive 2065 Fund Manager not matched · Collective trust Index | $23K | 0.7% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $5K | 0.1% |
| MyCompass Index Conservative 2055 Fund Manager not matched · Collective trust Index | $857 | <0.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $514 | <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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.