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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $97,316 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $30,930 |
BDO USA, LLP10+ years Service code 10 · EIN 13-5381590 | Accounting | $23,564 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 49 · EIN 04-2530412 | Other Services | $13,656 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
17 funds hold $18.1M of the plan's $18.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.0M | 60.5% |
| Guaranteed Investment Contract (at contract value): Principal Global Investors Principal · Insurance contract Recordkeeper's own fund | $1.6M | 9.1% |
| Principal Large Cap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $1.5M | 8.2% |
| Fidelity Advisor Value Strategies Fund Fidelity (FMR) · Mutual fund | $662K | 3.7% |
| Growth Fund OF America Capital Group · Mutual fund | $659K | 3.6% |
| MidCap S&P 400 Index Fund R-4 Principal · Mutual fund IndexRecordkeeper's own fund | $657K | 3.6% |
| Invesco Oppenheimer International Div A Fund Invesco · Mutual fund | $387K | 2.1% |
| New Perspective Fund Capital Group · Mutual fund | $319K | 1.8% |
| American Beacon Large Cap VI Adv Fund American Beacon (Resolute) · Mutual fund | $315K | 1.7% |
| Principal Global Investors, LLC Principal · Mutual fund Recordkeeper's own fund | $242K | 1.3% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.