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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $231,757 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC. Service code 27 · EIN 38-2722519 | Advisory (Plan) | $50,051 |
OSAIC WEALTH INC1+ years Filed as: OSAIC INSTITUTIONS, INC. Service code 27 · EIN 06-1367288 | Advisory (Plan) | $18,704 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
33 funds of $250K or more; 25 lines in all, holding $98.4M of the plan's $101M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $58.1M | 59.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.5M | 7.6% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $6.0M | 6.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $4.5M | 4.6% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $3.5M | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 2.2% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $1.8M | 1.8% |
| Vgd Ftse All-Wrld Ex-Us Index Fund Manager not matched · Mutual fund Index | $1.7M | 1.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.7M | 1.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 1.4% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.