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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER AND S Service code 17 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Pension Consulting | $66,742 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $35,195 |
PENSION CONSULTANTS, INC.3 years Service code 13 | Contract Administrator | $12,700 |
PENSION CONSULTANTS, INC.3 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $3,715 |
29 funds of $250K or more; 27 lines in all, holding $46.3M of the plan's $46.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $10.7M | 23.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.3M | 15.8% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $5.4M | 11.7% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $4.6M | 9.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $4.3M | 9.3% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $1.9M | 4.0% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $1.8M | 3.9% |
| DFA Global Equity I Fund Dimensional · Mutual fund | $1.8M | 3.8% |
| Principal Diversified Int. Separate Account Principal · Separate account Recordkeeper's own fund | $1.2M | 2.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 2.4% |
No lineup changes between the 2024 and 2025 filings.
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 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.
The auditor signed off without reservation. This is the cleanest opinion.