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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,255 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,599 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $6,722 |
9 funds of $250K or more; 34 lines in all, holding $5.1M of the plan's $5.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: MoA Clear Passage, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Government Money Market Fund Principal · Money market Recordkeeper's own fund | $1.1M | 20.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $463K | 9.1% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $442K | 8.7% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $442K | 8.7% |
| Fidelity International Cap Appreciation Fund Fidelity (FMR) · Mutual fund | $357K | 7.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $348K | 6.8% |
| PIMCO RAE International Fund PIMCO (Allianz) · Mutual fund | $325K | 6.4% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $323K | 6.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $321K | 6.3% |
| Small Cap Value Fund American Century · Mutual fund | $241K | 4.7% |
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.
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.