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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $26,095 |
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,247 |
10 funds of $250K or more; 21 lines in all, holding $11.9M of the plan's $27.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $9.6M | 81.0% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $1.4M | 11.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $430K | 3.6% |
| Great Gray Large Cap Value R1 Fund Manager not matched · Collective trust | $81K | 0.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $72K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $69K | 0.6% |
| Great Gray Large Cap Growth R1 Fund Manager not matched · Collective trust | $67K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $67K | 0.6% |
| Principal Mid-Cap EQ FD Tier I Principal · Collective trust Recordkeeper's own fund | $33K | 0.3% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $23K | 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.