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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $298,521 |
PROCYON ADVISORS, LLC1+ years Service code 17 · EIN 82-1652002 | Pension Consulting | $198,125 |
OSAIC WEALTH INC1+ years Service code 17 · EIN 93-0987232 | Pension Consulting | $96,266 |
COULTER & JUSTUS1+ years Filed as: COULTER & JUSTUS P.C. Service code 10 · EIN 62-1532536 | Accounting | $5,000 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
34 funds of $250K or more; 29 lines in all, holding $333M of the plan's $337M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $60.5M | 18.1% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $49.6M | 14.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $26.8M | 8.0% |
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $25.9M | 7.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $24.9M | 7.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $24.6M | 7.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.4M | 7.0% |
| Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $20.4M | 6.1% |
| Fidelity Emerging Markets Fund/United States Fidelity (FMR) · Mutual fund | $11.6M | 3.5% |
| Registered BlackRock High Yield Portfolio BlackRock · Mutual fund | $10.3M | 3.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.