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| Provider | Service type | Compensation |
|---|---|---|
ORENDA RETIREMENT, LLC8+ years Service code 10 · EIN 36-4877979 | Accounting | $293,414 |
PRINCIPAL FINANCIAL GROUP8+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $256,634 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $61,174 |
Filed as: LOCKBOX SAGEVIEW ADVISOR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,625 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
23 funds of $250K or more; 17 lines in all, holding $35.7M of the plan's $36.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $24.9M | 69.7% |
| Pooled Separate Accounts Prin LgCap S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $4.5M | 12.5% |
| Pooled Separate Accounts Prin LgCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.4M | 3.9% |
| Registered Investment Co. Vanguard Windsor Admiral Fund Vanguard · Mutual fund | $1.1M | 3.1% |
| Registered Investment Company Pgim Total Ret Bond Z Fund Prudential (PGIM) · Mutual fund | $662K | 1.9% |
| Pooled Separate Accounts Prin Intl Equity Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $549K | 1.5% |
| Pooled Separate Accounts Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $545K | 1.5% |
| Investment Including Borrower, Lessor, or Similar Manager not matched · Other | $360K | 1.0% |
| Registered Investment Company BlackRock HY Bond Inst Fund BlackRock · Mutual fund | $331K | 0.9% |
| Registered Investment Company Vanguard Explorer Admiral Fund Vanguard · Mutual fund | $278K | 0.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.