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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 | $4,675 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
12 funds hold $190K of the plan's $224K. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $158K | 83.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 6.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 4.8% |
| Eupac Fund Manager not matched · Mutual fund | $4K | 1.9% |
| Principal Global Investors - Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $2K | 1.1% |
| Principal Global Investors - Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $2K | 0.9% |
| Principal Real Estate Inv - Principal Global Real Estate Securities Separate Account-Z Principal · Separate account Recordkeeper's own fund | $2K | 0.9% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $866 | 0.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $633 | 0.3% |
| New World Fund Manager not matched · Mutual fund | $296 | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.