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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $47,487 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $47,162 |
HUB INTERNATIONAL3 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $24,983 |
BLACKMAN & ASSOCIATES1 year Filed as: BLACKMAN AND ASSOCIATES Service code 10 · EIN 47-0813847 | Accounting | $10,000 |
19 funds of $250K or more; 18 lines in all, holding $24.1M of the plan's $24.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $15.3M | 63.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 5.3% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $1.1M | 4.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $764K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $717K | 3.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $664K | 2.8% |
| Galliard Stable Return PN Allspring · Collective trust | $623K | 2.6% |
| American Funds Euro Pacific Growth R6 Capital Group · Mutual fund | $610K | 2.5% |
| American Century SC Gr R6 Fd American Century · Mutual fund | $436K | 1.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.