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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 | $59,180 |
OSAIC WEALTH INC1+ years Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $18,985 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
6 funds of $250K or more; 24 lines in all, holding $8.6M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $7.9M | 91.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $248K | 2.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $101K | 1.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $50K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $47K | 0.5% |
| DFA International Value I Fund Dimensional · Mutual fund | $35K | 0.4% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $29K | 0.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $27K | 0.3% |
| GS Intl SC Insights R6 Fd Goldman Sachs · Mutual fund | $25K | 0.3% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $20K | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.