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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 |
14 funds of $250K or more; 15 lines in all, holding $23.1M of the plan's $23.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $16.9M | 73.2% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.9M | 8.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.6% |
| U.S. Core Equity 1 Portfolio Dimensional · Mutual fund | $906K | 3.9% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $751K | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $273K | 1.2% |
| Eupac Fund Capital Group · Mutual fund | $269K | 1.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $162K | 0.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $156K | 0.7% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $138K | 0.6% |
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.
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.