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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 | $69,731 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $45,539 |
9 funds of $250K or more; 26 lines in all, holding $9.2M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $2.2M | 24.3% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $1.6M | 18.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 11.3% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $980K | 10.7% |
| Large Cap Growth Fund II I1 Manager not matched · Collective trust | $611K | 6.7% |
| Large CP Value I1 Manager not matched · Collective trust | $397K | 4.3% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $386K | 4.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $348K | 3.8% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $306K | 3.3% |
| MyCompass Ind Agg 2035 Fd R Manager not matched · Collective trust | $219K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.