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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2+ years Filed as: D.A. DAVIDSON & CO. Service code 99 · EIN 81-0139474 | Other Fees | $13,245 |
4 funds of $250K or more; 22 lines in all, holding $3.8M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.4M | 64.1% |
| Voya JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $413K | 10.9% |
| Voya American Funds American Mutual R6 Capital Group · Mutual fund | $198K | 5.2% |
| Voya American Century Mid Cap Value Fund R6 Class American Century · Mutual fund | $142K | 3.8% |
| Voya American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $95K | 2.5% |
| American Balanced Fund Class R-6 Voya · Mutual fund | $86K | 2.3% |
| Voya American Funds New Perspective Fund Class R-6 Capital Group · Mutual fund | $81K | 2.1% |
| Voya PIMCO Income Fund Institutional Class PIMCO (Allianz) · Mutual fund | $57K | 1.5% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $45K | 1.2% |
| Voya American Fund EuroPacific Growth Fund Class R-6 Capital Group · Mutual fund | $42K | 1.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.