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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,256 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $53,286 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 18 lines in all, holding $37.5M of the plan's $40.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $10.1M | 27.0% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $5.7M | 15.3% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $4.1M | 10.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 8.5% |
| rate of interest, collateral, par or maturity value. Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $2.0M | 5.3% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1.6M | 4.2% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $1.4M | 3.9% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.4M | 3.8% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $1.3M | 3.6% |
| Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.3M | 3.5% |
Covers 60,908 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.)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.