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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $23,567 |
15 funds of $250K or more; 27 lines in all, holding $23.6M of the plan's $23.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $13.4M | 56.9% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $1.6M | 7.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.5M | 6.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.2M | 5.1% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $931K | 3.9% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $819K | 3.5% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $520K | 2.2% |
| Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $467K | 2.0% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $461K | 2.0% |
| Voya Fixed Account Voya · Insurance contract | $456K | 1.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.