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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL INVESTMENTS Service code 15 · EIN 42-0127290 | Recordkeeping | $95,630 |
WITHUMSMITH+BROWN, PC11+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $19,500 |
DONNA THOMAS4 years Service code 30 · EIN 15-6022550 | Direct payment from the plan; Employe... | $16,244 |
BLITMAN & KING11+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $13,533 |
HAZARD & SIEGEL INC10+ years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $11,000 |
6 funds of $250K or more; 9 lines in all, holding $3.6M of the plan's $10.4M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal /BlackRock S&P 500 Index BlackRock · Collective trust Index | $1.2M | 33.7% |
| JPMorgan Price Large Cap Growth JPMorgan · Mutual fund | $593K | 16.4% |
| Galliard Stable Return Fund N Allspring · Mutual fund | $418K | 11.6% |
| T.Rowe Price Small Cap Growth Portfolio T. Rowe Price · Mutual fund | $405K | 11.2% |
| Manning & Napier FD Inc. New Pro-Mix Extended Term Coll Invt Trust Fd Manager not matched · Collective trust | $310K | 8.6% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $268K | 7.4% |
| Vanguard Developing Markets Index Fund Vanguard · Mutual fund Index | $215K | 5.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $103K | 2.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $83K | 2.3% |
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.