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| Provider | Service type | Compensation |
|---|---|---|
THE RAYMOND COMPANY8 years Service code 99 · EIN 26-1141852 | Other Fees | $10,289 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE Service code 64 | Recordkeeping Fees | $6,114 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 | Advisory (Plan) | $1,436 |
Filed as: VOYA RETIREMENT ADVISOR, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $843 |
Service code 99 | Other Fees | $0 |
Filed as: VOYA RETIREMENT ADVOSOR, LLC Service code 26 | Advisory (Participants) | $0 |
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
13 funds of $250K or more; 27 lines in all, holding $13.3M of the plan's $20.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2025 Portfolio Service Class Voya · Insurance contract Index | $3.6M | 27.2% |
| Voya Large Cap Growth Portfolio Service Class Voya · Insurance contract | $1.5M | 11.7% |
| Voya Index Solution 2035 Portfolio Service Class Voya · Insurance contract Index | $1.5M | 11.7% |
| Voya Index Solution 2045 Portfolio Service Class Voya · Insurance contract Index | $1.1M | 8.4% |
| Voya U.S. Stock Index Portfolio Service 2 Voya · Insurance contract Index | $966K | 7.3% |
| Invesco Diversified Dividend Fund Class R Invesco · Insurance contract | $728K | 5.5% |
| Voya Index Solution 2055 Portfolio Service Class Voya · Insurance contract Index | $468K | 3.5% |
| Voya Russell Mid Cap Index Portfolio S Voya · Insurance contract Index | $401K | 3.0% |
| Voya International Index Portfolio Class S Voya · Insurance contract Index | $397K | 3.0% |
| Fully Benefit-Responsive Investment Contract: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $390K | 2.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.