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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,775 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $13,438 |
19 funds of $250K or more; 15 lines in all, holding $16.4M of the plan's $16.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 13 vintagesRecordkeeper's own fund | $8.9M | 54.3% |
| Principal LargeCap S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $2.2M | 13.3% |
| Principal LargeCap Growth I SA-Z Principal · Separate account Recordkeeper's own fund | $1.0M | 6.3% |
| Fixed Income Guaranteed Option Manager not matched · Insurance contract | $872K | 5.3% |
| AB/Brown/Emerald - Principal SmallCap Growth I Sep Acct-Z AllianceBernstein · Separate account | $814K | 5.0% |
| Principal LargeCap Value III SA-Z Fund Principal · Separate account Recordkeeper's own fund | $582K | 3.6% |
| Principal MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $547K | 3.3% |
| Principal Liquid Assets Sep Acct-Z Principal · Money market Recordkeeper's own fund | $483K | 3.0% |
| Origin Asset Management LLP - Principal Intl I Sep Acct-Z Principal · Separate account Recordkeeper's own fund | $289K | 1.8% |
| Principal SmallCap Sep Acct - Z Principal · Separate account Recordkeeper's own fund | $190K | 1.2% |
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.
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.