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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $44,768 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $12,522 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 13 · EIN 16-1186135 | Contract Administrator | $10,565 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $10,226 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
4 funds of $250K or more; 6 lines in all, holding $13.9M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Net Assets Available for Benefits: Beginning of year Manager not matched · Other | $9.8M | 70.7% |
| Increase in Net Assets Manager not matched · Other | $2.0M | 14.3% |
| Net appreciation in fair value of investments Manager not matched · Other | $1.3M | 9.3% |
| from Net Assets: Benefits paid to participants Manager not matched · Other | $741K | 5.3% |
| Administrative expenses Manager not matched · Other | $40K | 0.3% |
| Dividend income on investments Manager not matched · Other | $6K | <0.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.