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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $68,086 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,000 |
12 funds of $250K or more; 15 lines in all, holding $20.4M of the plan's $20.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $14.3M | 70.4% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.1M | 10.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 5.8% |
| U.S. Core Equity 1 Portfolio Dimensional · Mutual fund | $857K | 4.2% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $719K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $247K | 1.2% |
| Eupac Fund Capital Group · Mutual fund | $236K | 1.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $143K | 0.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $141K | 0.7% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $130K | 0.6% |
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.
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.