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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $79,595 |
INDEPENDENT ADVISOR ALLIANCE3 years Service code 27 · EIN 46-3825461 | Advisory (Plan) | $14,969 |
CHARLOTTE OFFICE1 year Service code 13 · EIN 47-2508674 | Contract Administrator | $14,800 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
16 funds of $250K or more; 11 lines in all, holding $32.3M of the plan's $43.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $11.5M | 35.7% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $9.0M | 28.0% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $4.0M | 12.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.0M | 6.3% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $2.0M | 6.1% |
| Prin/BR S&P Mid Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $1.6M | 5.1% |
| Prin/BR Agg Bd Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $969K | 3.0% |
| Prin/BR Russ 2000 I CIT N Principal · Collective trust Recordkeeper's own fund | $678K | 2.1% |
| Natixis Oakmark International Fund (Investor) Natixis IM · Mutual fund | $148K | 0.5% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $118K | 0.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.