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| Provider | Service type | Compensation |
|---|---|---|
MELISSA BAILEY4 years Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $33,238 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $24,084 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,680 |
PRINCIPAL FINANCIAL GROUP10+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,834 |
13 funds of $250K or more; 10 lines in all, holding $41.4M of the plan's $42.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund | $22.7M | 54.8% |
| Principal LargeCap S&P 500 Index Separate Account-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $7.4M | 17.8% |
| Principal MidCap Separate Account-I1 Principal · Insurance contract Recordkeeper's own fund | $2.8M | 6.8% |
| Principal Diversified International Separate Account-I4 Principal · Insurance contract Recordkeeper's own fund | $2.2M | 5.3% |
| Principal SmallCap Separate Account-I2 Principal · Insurance contract Recordkeeper's own fund | $2.2M | 5.3% |
| Principal Stable Value Select Principal · Stable value Stable valueRecordkeeper's own fund | $1.9M | 4.5% |
| Cohen & Steers I Realty Share Fund Cohen & Steers · Mutual fund | $1.1M | 2.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $898K | 2.2% |
| Principal LifeTime Strategic Income Account SA-I3 Principal · Insurance contract Recordkeeper's own fund | $332K | 0.8% |
| Principal Financial Group, Inc. Stock SA-R6 Principal · Insurance contract Recordkeeper's own fund | $25K | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.