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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 | $87,415 |
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $24,629 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
11 funds of $250K or more; 18 lines in all, holding $6.6M of the plan's $6.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $4.9M | 73.9% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $500K | 7.5% |
| Prin LgCap S&P 500 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $415K | 6.3% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $342K | 5.2% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $117K | 1.8% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $106K | 1.6% |
| Principal Fixed Income Guranteeed Option Principal · Insurance contract Recordkeeper's own fund | $64K | 1.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $62K | 0.9% |
| Fidelity Inf-Pr Bond Index Fd Fidelity (FMR) · Mutual fund Index | $51K | 0.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $15K | 0.2% |
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.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.