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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,566 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $27,171 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
10 funds of $250K or more; 13 lines in all, holding $9.1M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.9M | 21.0% |
| Prin LgCp S&P 500 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $1.6M | 17.2% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.5M | 16.1% |
| Nuveen Large Cap Value Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $992K | 10.8% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $966K | 10.6% |
| Registered Investment Company American Century Investments American Century · Mutual fund | $693K | 7.6% |
| Fidelity Mid Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $463K | 5.1% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $357K | 3.9% |
| Principal Life Insurance Company Prin Midcap S&P 400 IDX SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $287K | 3.1% |
| Prin SmCap S&P 600 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $278K | 3.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.