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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $37,479 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,781 |
REA & ASSOCIATES1 year Filed as: REA & ASSOCIATES, INC. Service code 13 · EIN 34-1310124 | Contract Administrator | $6,050 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
6 funds of $250K or more; 16 lines in all, holding $3.6M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $3.2M | 87.7% |
| Insurance Company General Account Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $237K | 6.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $36K | 1.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $29K | 0.8% |
| DFA International Value I Fund Dimensional · Mutual fund | $28K | 0.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 0.7% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $20K | 0.6% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $15K | 0.4% |
| Prin Real Estate Secs SA-Z Principal · Insurance contract Recordkeeper's own fund | $11K | 0.3% |
| Allspring Spec M Cap Value R6 Allspring · Mutual fund | $9K | 0.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCarillon Eagle Mid Cap Growth Fund Class R-6 | $432K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.