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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $26,484 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,589 |
Filed as: USI ADVISORS, INC. Service code 27 · EIN 84-0511458 | Advisory (Plan) | $5,448 |
8 funds of $250K or more; 19 lines in all, holding $11.6M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $4.7M | 40.3% |
| Vanguard Extended Market Index Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.1M | 18.4% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.0M | 8.6% |
| Vanguard Total Bond Market Index Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $707K | 6.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $622K | 5.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $593K | 5.1% |
| Vanguard Star Fund Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $357K | 3.1% |
| Vanguard International Growth Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $321K | 2.8% |
| Vanguard Windsor II Fund Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $236K | 2.0% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable valueRecordkeeper's own fund | $225K | 1.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.