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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 | $3,210 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
1 fund of $250K or more; 14 lines in all, holding $1.3M of the plan's $1.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $1.0M | 76.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $81K | 6.2% |
| Fidelity Advisor Balanced Fund Fidelity (FMR) · Mutual fund | $55K | 4.2% |
| Fidelity LC GR Index Fund Fidelity (FMR) · Collective trust Index | $48K | 3.6% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $24K | 1.8% |
| DFA Intl Core Equity 2 I FD Dimensional · Collective trust | $20K | 1.5% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $19K | 1.5% |
| Fidelity LC Val Index Fund Fidelity (FMR) · Collective trust Index | $18K | 1.4% |
| DFA US Small Cap I Fund Dimensional · Collective trust | $13K | 1.0% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $12K | 0.9% |
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.
Employer contribution per participant 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.