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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $107,199 |
HAZARD & SIEGEL INC5 years Service code 27 · EIN 16-0954584 | Advisory (Plan) | $48,153 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
27 funds of $250K or more; 32 lines in all, holding $98.4M of the plan's $106M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $13.9M | 14.2% |
| Great Gray Retirepilot Mod Ret Fund R1 Manager not matched · Collective trust | $13.7M | 14.0% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $9.5M | 9.7% |
| Nuveen Quant Small/Mid Cap Equity Fund Class R6 TIAA (Nuveen) · Mutual fund | $8.1M | 8.3% |
| Great Gray Retirepilot Mod 2035 Fund R1 Manager not matched · Collective trust | $7.3M | 7.4% |
| Principal Life Insurance Company Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $7.1M | 7.2% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $6.5M | 6.6% |
| Great Gray Retirepilot Mod 2045 Fund R1 Manager not matched · Collective trust | $4.9M | 4.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $3.8M | 3.8% |
| Registered Metropolitan Metropolitan Wt Tl Rtn Bd Plan MetLife · Insurance contract | $3.7M | 3.8% |
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighHartford Core Equity Fund Class R6 to Registered Federated FED Hrms MDT ALL CP Core R6 | $1.5M to $1.6M |
| AddedPioneer Strategic Income Fund: Class K | $1.2M |
| AddedGreat Gray RetirePilot Mod 2065 Fund R1 | $418K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.