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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,164 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $9,632 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,250 |
3 funds of $250K or more; 63 lines in all, holding $3.7M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $1.7M | 46.3% |
| Principal Large Cap S&P 500 Index R5 Fd Principal · Mutual fund IndexRecordkeeper's own fund | $237K | 6.4% |
| JPMorgan Government Bond Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $191K | 5.2% |
| Science & Technology Fund Corebridge (AIG) · Mutual fund | $170K | 4.6% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $135K | 3.6% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $132K | 3.6% |
| MidCap S&P 400 Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $77K | 2.1% |
| Stock Index Fund Corebridge (AIG) · Mutual fund Index | $71K | 1.9% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $62K | 1.7% |
| Janus Henderson Enterprise S Fund $ Janus Henderson · Mutual fund | $48K | 1.3% |
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.
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.
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.