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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $157,643 |
Service code 49 · EIN 41-0973005 | Other Services | $26,003 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $16,415 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 94-2834236 | Other Services | $10,211 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 | Contract Administrator | $6,642 |
12 funds of $250K or more; 27 lines in all, holding $11.7M of the plan's $12.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $10.0M | 85.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $431K | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $337K | 2.9% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $194K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $84K | 0.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $83K | 0.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $77K | 0.7% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 0.6% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $66K | 0.6% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $49K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.