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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,497 |
Service code 49 · EIN 41-0973005 | Other Services | $10,712 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
3 funds of $250K or more; 14 lines in all, holding $2.9M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $2.3M | 78.9% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $127K | 4.3% |
| Principal Large Cap Growth Separate Account Principal · Insurance contract Recordkeeper's own fund | $122K | 4.2% |
| Vanguard REIT Index Admiral Vanguard · Mutual fund Index | $94K | 3.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 3.0% |
| MFS New Discovery Fund R4 MFS (Sun Life) · Mutual fund | $74K | 2.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $36K | 1.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $29K | 1.0% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $28K | 0.9% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $8K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.