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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $116,890 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $30,683 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 | Contract Administrator | $29,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,886 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,241 |
16 funds of $250K or more; 19 lines in all, holding $22.1M of the plan's $22.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $12.5M | 56.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $6.0M | 27.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.6% |
| Fidelity Large Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $615K | 2.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $314K | 1.4% |
| J H Enterprise Manager not matched · Mutual fund | $290K | 1.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $240K | 1.1% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $207K | 0.9% |
| Causeway Emerging Markets Fund Causeway Capital · Mutual fund | $151K | 0.7% |
| ClearBridge Mid Cap Fund Franklin Templeton · Mutual fund | $139K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.