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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $42,822 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $20,598 |
6 funds of $250K or more; 23 lines in all, holding $5.0M of the plan's $6.1M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Cns 2035 F R Manager not matched · Collective trust | $1.1M | 22.0% |
| MyCompass Ind Cns 2045 F R Manager not matched · Collective trust | $889K | 17.9% |
| MyCompass Ind Cns 2055 F R Manager not matched · Collective trust | $548K | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $530K | 10.7% |
| MyCompass Ind Cns Ret Fd R Manager not matched · Collective trust | $487K | 9.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $314K | 6.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $186K | 3.7% |
| MyCompass Ind Cns 2065 Fd R Manager not matched · Collective trust | $184K | 3.7% |
| date,rate of interest, collateral, par, or maturity date Calvert Intl Rspns Index Fd R6 Morgan Stanley · Mutual fund Index | $178K | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $121K | 2.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Annual investment return 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.