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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $42,009 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $12,269 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 24 lines in all, holding $3.0M of the plan's $3.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| LifeTime Hybr 2050 CIT Z Manager not matched · Collective trust | $512K | 17.3% |
| LifeTime Hybr 2055 CIT Z Manager not matched · Collective trust | $442K | 14.9% |
| LifeTime Hybr 2060 CIT Z Manager not matched · Collective trust | $420K | 14.1% |
| LifeTime Hybr 2045 CIT Z Manager not matched · Collective trust | $355K | 12.0% |
| LifeTime Hybr 2040 CIT Z Manager not matched · Collective trust | $281K | 9.5% |
| LifeTime Hybr 2035 CIT Z Manager not matched · Collective trust | $271K | 9.1% |
| LifeTime Hybr 2025 CIT Z Manager not matched · Collective trust | $264K | 8.9% |
| LifeTime Hybr 2030 CIT Z Manager not matched · Collective trust | $159K | 5.4% |
| LifeTime Hybr 2065 CIT Z Manager not matched · Collective trust | $119K | 4.0% |
| LifeTime Hybr 2020 CIT Z Manager not matched · Collective trust | $89K | 3.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.