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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $101,193 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SERI Service code 49 | Other Services | $20,287 |
ERISA, INC.5 years Filed as: ERISA INC Service code 49 | Other Services | $11,659 |
ERISA, INC.5 years Service code 49 · EIN 36-3180571 | Other Services | $0 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
24 funds hold $33.9M of the plan's $34.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $12.5M | 36.8% |
| Principal Global Investors - Lgcap S&P 500 Index Separate Acct Principal · Insurance contract IndexRecordkeeper's own fund | $4.0M | 11.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.6M | 7.8% |
| Principal Global Investors - Blue Chip Sepa Principal · Insurance contract Recordkeeper's own fund | $1.9M | 5.6% |
| Principal Global Investors - MidCap Sep Acct Principal · Insurance contract Recordkeeper's own fund | $1.7M | 5.0% |
| Principal Global Investors Diversified International Principal · Insurance contract Recordkeeper's own fund | $1.5M | 4.5% |
| Principal Global Investors - Core Plus Bd Separate Acct Z Principal · Insurance contract Recordkeeper's own fund | $1.5M | 4.5% |
| Principal Edge Asset Management, Inc - Equity Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.3M | 3.9% |
| Principal Global Investors - Midcap S&P 400 Index Separate Acct Principal · Insurance contract IndexRecordkeeper's own fund | $1.2M | 3.6% |
| Principal Global Investors - SmallCap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.2M | 3.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.