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| Provider | Service type | Compensation |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC3 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $19,287 |
PRINCIPAL FINANCIAL GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,750 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
8 funds of $250K or more; 28 lines in all, holding $5.3M of the plan's $5.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 7 vintages | $2.6M | 50.2% |
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 3 vintages | $1.4M | 26.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $227K | 4.3% |
| Principal SAM Cons Growth SA-Z Principal · Separate account Recordkeeper's own fund | $220K | 4.2% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $205K | 3.9% |
| Principal SAM Strategic Growth Sep Acct-Z Pooled Separate Account Principal · Separate account Recordkeeper's own fund | $152K | 2.9% |
| Principal SAM Cons Balanced SA-Z Principal · Separate account Recordkeeper's own fund | $66K | 1.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $49K | 0.9% |
| Blackrock US AGG Bond Index K Fund BlackRock · ETF Index | $42K | 0.8% |
| Principal SAM Balanced Sep Acct-Z Pooled Separate Account Principal · Separate account Recordkeeper's own fund | $41K | 0.8% |
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.
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.