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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $35,079 |
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 | Advisory (Plan) | $33,647 |
6 funds of $250K or more; 12 lines in all, holding $6.4M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.2M | 65.1% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1.6M | 24.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $230K | 3.6% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $159K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 1.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $60K | 0.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $37K | 0.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 0.5% |
| Registered Metropolitan Metropolitan Wt Tl Rtn Bd Plan MetLife · Insurance contract | $25K | 0.4% |
| T.Rw Prc Spc Md Gr Allo I Fund T. Rowe Price · Mutual fund | $20K | 0.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.