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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $338,646 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $89,958 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
14 funds of $250K or more; 18 lines in all, holding $20.7M of the plan's $20.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Schwab Indexed Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Indexed Retirement Charles Schwab · Mutual fund Target-date, 11 vintages | $14.3M | 69.2% |
| Schwab Indexed Retirement Charles Schwab · Collective trust Target-date, 1 vintage | $4.4M | 21.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $573K | 2.8% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $472K | 2.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $304K | 1.5% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $101K | 0.5% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $90K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $78K | 0.4% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $68K | 0.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $67K | 0.3% |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.