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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,520 |
Service code 49 · EIN 74-2794194 | Other Services | $24,995 |
6 funds of $250K or more; 25 lines in all, holding $12.6M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Trust flexPATH Index+ Moderate 2035 R1 Manager not matched · Collective trust Index | $3.3M | 26.3% |
| Wilmington Trust Collective Investment flexPATH Index+Mod R1 Manager not matched · Collective trust Index | $2.8M | 22.5% |
| Wilmington Trust flexPATH Index+ Moderate 2055 R1 Manager not matched · Collective trust Index | $1.6M | 12.9% |
| Wilmington Trust flexPATH Index+ Moderate 2045 R1 Manager not matched · Collective trust Index | $1.5M | 11.9% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.2M | 9.6% |
| Principal Large Cap Growth Principal · Separate account Recordkeeper's own fund | $390K | 3.1% |
| Wilmington Trust Collective Investment Large Cap Value 1 Manager not matched · Collective trust | $194K | 1.5% |
| New Perspective Fund Capital Group · Mutual fund | $167K | 1.3% |
| Wilmington Trust Collective Investment BlackRock EAFE 1 BlackRock · Collective trust | $155K | 1.2% |
| Wilmington Trust Collective Investment flexPATH 55 R1 Manager not matched · Collective trust | $141K | 1.1% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedWilmington Trust Collective Investment flexPATH Index+Mod R1 | $2.8M |
| DroppedCommon/Collective Trust Great Gray | $2.5M |
| AddedPrincipal Large Cap Growth | $390K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.)
The auditor signed off without reservation. This is the cleanest opinion.