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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,870 |
13 funds hold $119K of the plan's $120K. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Fidelity Freedom, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $100K | 84.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 7.2% |
| Virtus Foc Grwth Fd R6 Virtus · Mutual fund | $4K | 3.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 2.4% |
| DFA Emerging Markets Pt Ins Dimensional · Mutual fund | $917 | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $569 | 0.5% |
| Fidelity Inf Prt Bd Index Fd Fidelity (FMR) · Mutual fund Index | $563 | 0.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $519 | 0.4% |
| Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $494 | 0.4% |
| Gldmn Sachs SmCp Value Fnd R6 Manager not matched · Mutual fund | $244 | 0.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.