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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $56,474 |
S B H U LIFE AGENCY INC5 years Service code 49 · EIN 13-2896238 | Other Services | $25,936 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
3 funds of $250K or more; 13 lines in all, holding $2.3M of the plan's $2.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $1.6M | 68.4% |
| Principal Large Cap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $278K | 11.9% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $136K | 5.8% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $77K | 3.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $70K | 3.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $54K | 2.3% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $47K | 2.0% |
| SmallCap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $39K | 1.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $27K | 1.2% |
| Principal Stable Value Fund Class Z Principal · Stable value Stable valueRecordkeeper's own fund | $5K | 0.2% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.