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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $144,378 |
BLEAKLEY FINANCIAL GROUP LLC3 years Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 27 · EIN 47-2523848 | Advisory (Plan) | $94,324 |
Service code 13 · EIN 16-1616474 | Contract Administrator | $16,174 |
20 funds of $250K or more; 19 lines in all, holding $27.2M of the plan's $27.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.2M | 67.0% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 13.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $767K | 2.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $633K | 2.3% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $548K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $508K | 1.9% |
| Par, or Maturity Value Cost Value Mutual Funds Vangua Manager not matched · Mutual fund | $346K | 1.3% |
| Stable Value Fund Principal Global Investors Trust Company Principal · Insurance contract Recordkeeper's own fund | $325K | 1.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $319K | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $316K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.