Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 13 · EIN 86-2963468 | Contract Administrator | $43,255 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,400 |
MOSS ADAMS LLP1 year Filed as: MOSS & YANTIS CPA PA Service code 10 · EIN 47-1356737 | Accounting | $10,102 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $8,084 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 27 · EIN 47-1356737 | Advisory (Plan) | $6,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · VILLAGE, CO 80111 | Recordkeeping Fees | $585 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $300 |
6 funds of $250K or more; 17 lines in all, holding $8.3M of the plan's $8.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Account Principal Life Insurance Co. Fixed Account Principal · Insurance contract | $2.7M | 32.3% |
| Principal Core Fixed Income Separate Account Principal · Separate account | $1.8M | 22.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $728K | 8.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $647K | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $390K | 4.7% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $281K | 3.4% |
| T Rowe Price Intl Val EQ I FD T. Rowe Price · Mutual fund | $241K | 2.9% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $223K | 2.7% |
| PIMCO StocksPLUS Intl I Fund PIMCO (Allianz) · Mutual fund | $210K | 2.5% |
| Fidelity Adv Cp & Inc Z Fund Fidelity (FMR) · Mutual fund | $205K | 2.5% |
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds 2030 Target Date Retirement Fund Class R-6 | $4.3M |
| ReplacedHighPIMCO Income Fund Institutional to Principal Core Fixed Income Separate Account | $252K to $1.8M |
| AddedPutnam Large CAP Value Fund Class R6 | $728K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.