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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $39,586 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
14 funds of $250K or more; 29 lines in all, holding $36.1M of the plan's $38.9M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirepilot Mod 2055 Fund R6 Manager not matched · Collective trust | $10.6M | 29.4% |
| Great Gray Retirepilot Mod 2045 Fund R6 Manager not matched · Collective trust | $4.4M | 12.1% |
| Great Gray Retirepilot Mod 2065 Fund R6 Manager not matched · Collective trust | $4.1M | 11.5% |
| Great Gray Retirepilot Mod 2035 Fund R6 Manager not matched · Collective trust | $3.1M | 8.6% |
| Great Gray Retirepilot Agg Ret Fund R6 Manager not matched · Collective trust | $2.8M | 7.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.1M | 5.8% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 5.1% |
| Great Gray Retirepilot Conserv Ret R6 Manager not matched · Collective trust | $1.5M | 4.2% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 4.1% |
| Blackrock Adv Intl K Fund BlackRock · Mutual fund | $1.2M | 3.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.