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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $37,790 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,024 |
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $5,922 |
3 funds of $250K or more; 18 lines in all, holding $3.7M of the plan's $3.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.9M | 77.8% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $239K | 6.5% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $206K | 5.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $67K | 1.8% |
| Mid Cap Growth Fund Manager not matched · Mutual fund | $53K | 1.4% |
| Small Cap Value Fund American Century · Mutual fund | $51K | 1.4% |
| Fidelity Advisor Balanced Fund Fidelity (FMR) · Mutual fund | $31K | 0.8% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $30K | 0.8% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $27K | 0.7% |
| Small-Cap Index Manager not matched · Mutual fund Index | $25K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.