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| Provider | Service type | Compensation |
|---|---|---|
IMA FINANCIAL GROUP2 years Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $62,769 |
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $41,863 |
8 funds of $250K or more; 17 lines in all, holding $15.5M of the plan's $15.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $13.1M | 84.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $937K | 6.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $580K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $135K | 0.9% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $124K | 0.8% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $123K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $122K | 0.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $95K | 0.6% |
| MFS International Growth II R1 Fund MFS (Sun Life) · Collective trust | $68K | 0.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $60K | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.