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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC8+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $941 |
11 funds of $250K or more; 17 lines in all, holding $7.1M of the plan's $7.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $4.2M | 58.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $795K | 11.1% |
| American Century US Large Cap Growth American Century · Insurance contract | $570K | 8.0% |
| Fidelity International Index Fund Fidelity (FMR) · Insurance contract Index | $278K | 3.9% |
| Eupac Fund Capital Group · Separate account | $268K | 3.8% |
| Vanguard Equity-Income Fund Vanguard · Insurance contract | $263K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $145K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Insurance contract Index | $139K | 2.0% |
| Guaranteed Investment Contract Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $115K | 1.6% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Insurance contract Index | $97K | 1.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.