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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,258 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $37,490 |
18 funds of $250K or more; 32 lines in all, holding $20.3M of the plan's $20.9M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| RetirePilot American Funds 2035 Fund R1 Capital Group · Mutual fund Possible retail class R1 | $2.9M | 14.3% |
| RetirePilot American Funds 2030 Fund R1 Capital Group · Mutual fund Possible retail class R1 | $2.4M | 11.7% |
| Great Gray Stable Value R1 Fund Manager not matched · Insurance contract | $2.1M | 10.1% |
| RetirePilot American Funds 2040 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $1.9M | 9.1% |
| RetirePilot American Funds 2025 Fund R1 Capital Group · Mutual fund Possible retail class R1 | $1.5M | 7.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 6.7% |
| RetirePilot American Funds 2045 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $1.2M | 6.1% |
| RetirePilot American Funds 2020 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $1.1M | 5.6% |
| RetirePilot American Funds 2060 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $919K | 4.5% |
| RetirePilot American Funds 2055 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $678K | 3.3% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.