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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $189,239 |
Filed as: THE WEALTH ALLIANCE, LLC Service code 27 | Advisory (Plan) | $78,885 |
ORENDA RETIREMENT, LLC4 years Service code 13 · EIN 36-4877979 | Contract Administrator | $53,780 |
Filed as: THE WEALTH ALLANCE, LLC Service code 27 · EIN 83-2902030 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 21 lines in all, holding $44.7M of the plan's $47.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 13 vintagesRecordkeeper's own fund | $28.6M | 64.0% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.5M | 7.9% |
| Pooled separate accounts Principal Large Cap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $3.4M | 7.5% |
| Principal Large Cap Growth Separate Pooled separate accounts Principal · Separate account Recordkeeper's own fund | $1.9M | 4.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.0M | 2.2% |
| Fidelity Advisor Dividend Growth Fund Fidelity (FMR) · Mutual fund | $813K | 1.8% |
| Principal CorePlus Bond Separate Account Pooled separate accounts Principal · Separate account Recordkeeper's own fund | $733K | 1.6% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $732K | 1.6% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $697K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $668K | 1.5% |
Added 6 funds.
| Fund | Year-end value |
|---|---|
| AddedPooled separate accounts Principal Large Cap S&P 500 Index Separate Account | $3.4M |
| AddedPrincipal Large Cap Growth Separate Pooled separate accounts | $1.9M |
| AddedPrincipal CorePlus Bond Separate Account Pooled separate accounts | $733K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.