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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,396 |
INTAC ACTUARIAL SERVICES1+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $7,919 |
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,188 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
11 funds of $250K or more; 20 lines in all, holding $9.1M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.9M | 64.6% |
| Prin SAM Cons Growth R3 Port Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $914K | 10.1% |
| Prin LgCap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $841K | 9.3% |
| Registered American Am Funds Fdmntl Inv R3 Fund Capital Group · Mutual fund | $430K | 4.7% |
| Registered American Am Fds Wash Mut Inv R3 Fund Capital Group · Mutual fund | $129K | 1.4% |
| PIMCO Total Return R Fund PIMCO (Allianz) · Mutual fund | $116K | 1.3% |
| Fidelity Adv Cp & Inc M Fund Fidelity (FMR) · Mutual fund | $116K | 1.3% |
| MidCap S&P 400 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $104K | 1.1% |
| LargeCap Growth Fund I R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $103K | 1.1% |
| Principal SAM Conservative Balanced R3 Portfolio Fund Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $97K | 1.1% |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.