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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 | $1,108 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
27 funds hold $489K of the plan's $489K. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust Company-RetPilot Ameri Fds 2040 CI R1 Manager not matched · Collective trust | $163K | 33.4% |
| Great Gray Trust Company-RetPilot Ameri Fds 2065 CI R1 Manager not matched · Collective trust | $58K | 11.8% |
| Great Gray Trust Company-RetPilot Ameri Fds 2035 CI R1 Manager not matched · Collective trust | $50K | 10.2% |
| Great Gray Trust Company-RetPilot Ameri Fds 2045 CI R1 Manager not matched · Collective trust | $30K | 6.1% |
| Great Gray Trust Company-RetPilot Ameri Fds 2055 CI R1 Manager not matched · Collective trust | $29K | 6.0% |
| Great Gray Trust Company-RetPilot Ameri Fds 2050 CI R1 Manager not matched · Collective trust | $27K | 5.6% |
| Great Gray Trust Company-RetPilot Ameri Fds 2060 CI R1 Manager not matched · Collective trust | $26K | 5.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $19K | 3.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $15K | 3.0% |
| Great Gray Trust Company-RetPilot Ameri Fds 2030 CI R1 Manager not matched · Collective trust | $15K | 3.0% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.