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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $68,355 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,336 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
8 funds of $250K or more; 23 lines in all, holding $8.1M of the plan's $8.7M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirepilot Mod 2055 Fund R1 Manager not matched · Collective trust | $1.8M | 22.2% |
| Great Gray Retirepilot Mod 2045 Fund R1 Manager not matched · Collective trust | $1.4M | 17.5% |
| Great Gray Retirepilot Mod 2035 Fund R1 Manager not matched · Collective trust | $1.3M | 16.3% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $775K | 9.6% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $710K | 8.8% |
| Great Gray Retirepilot Mod Ret Fund R1 Manager not matched · Collective trust | $427K | 5.3% |
| Great Gray Mid Cap Growth R1 Fund Manager not matched · Collective trust | $303K | 3.7% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $261K | 3.2% |
| Fidelity Advisr Intrnl GR Z FD Fidelity (FMR) · Mutual fund | $222K | 2.7% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $177K | 2.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.