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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 | $208,666 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $50,139 |
STAAB CONSTRUCTION CORPO2 years Service code 10 · EIN 39-1490780 | Accounting | $13,250 |
WIPFLI LLP4 years Service code 10 · EIN 41-2899048 | Accounting | $13,250 |
14 funds of $250K or more; 17 lines in all, holding $29.0M of the plan's $29.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $22.8M | 78.6% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $2.8M | 9.7% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $739K | 2.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $572K | 2.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $390K | 1.3% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $255K | 0.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $227K | 0.8% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $223K | 0.8% |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Franklin Templeton · Mutual fund | $218K | 0.8% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $169K | 0.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.