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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $18,634 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $7,554 |
8 funds of $250K or more; 20 lines in all, holding $6.3M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.6M | 56.4% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $944K | 14.9% |
| Principal Large Cap Growth I R6 Principal · Mutual fund Recordkeeper's own fund | $662K | 10.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $590K | 9.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $143K | 2.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $62K | 1.0% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $62K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $53K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $48K | 0.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $48K | 0.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.