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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $59,172 |
MISSION FINANCIAL GROUP, LLC2 years Service code 27 · EIN 83-0700995 | Advisory (Plan) | $33,987 |
Service code 49 · EIN 94-2158860 | Other Services | $4,399 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
12 funds of $250K or more; 26 lines in all, holding $14.9M of the plan's $15.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $8.7M | 58.4% |
| Principal LgCap S&P 500 Index Sep Acct+ Principal · Separate account IndexRecordkeeper's own fund | $2.1M | 14.1% |
| LargeCap Growth Fund I Institutional Class Principal · Separate account Recordkeeper's own fund | $740K | 5.0% |
| Calvert Bond Fund Morgan Stanley · Mutual fund | $423K | 2.8% |
| John Hancock Disciplined Value International Fund John Hancock (Manulife) · Mutual fund | $415K | 2.8% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $382K | 2.6% |
| Victory Portfolios IV Pioneer Core Y Victory Capital · Mutual fund | $372K | 2.5% |
| Principal MidCap Separate Account Principal · Separate account Recordkeeper's own fund | $358K | 2.4% |
| Real Estate Securities Fund Institutional Class Principal · Separate account Recordkeeper's own fund | $299K | 2.0% |
| BNY Mellon Global Emerging Markets Fund BNY · Separate account | $195K | 1.3% |
Added 8 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LgCap S&P 500 Index Sep Acct+ | $2.1M |
| AddedLargeCap Growth Fund I Institutional Class | $740K |
| DroppedBlackrock Md-Cp GR EO Inv A FD | $557K |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.