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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,030 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 19 lines in all, holding $3.7M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $2.7M | 71.7% |
| rate of interest, collateral, par or maturity value. Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $630K | 17.0% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $232K | 6.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $59K | 1.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 1.2% |
| T Rowe Price Int US SC Gr Eq I T. Rowe Price · Mutual fund | $33K | 0.9% |
| JP Morgan US Res En Eq R6 Fd JPMorgan · Mutual fund | $10K | 0.3% |
| BlackRock Infl Pro Bd K Fd BlackRock · Mutual fund | $9K | 0.3% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $5K | 0.1% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $5K | 0.1% |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.