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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $235,286 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
18 funds of $250K or more; 10 lines in all, holding $250M of the plan's $253M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $138M | 55.0% |
| BlackRock Equity Index Non-Lendable Fund F BlackRock · Mutual fund Index | $54.7M | 21.9% |
| Mercer Small/Mid Cap Stock Fund Marsh McLennan (Mercer) · Mutual fund | $13.0M | 5.2% |
| Blackrock Russell BlackRock · Mutual fund | $11.7M | 4.7% |
| Wells Fargo Stable Value Fund MW Allspring · Insurance contract | $8.6M | 3.4% |
| Mercer International Stock Fund Marsh McLennan (Mercer) · Mutual fund | $6.9M | 2.8% |
| BlackRock U.S. Debt Index Non-Lendable Fund F BlackRock · Mutual fund Index | $5.3M | 2.1% |
| State Street Real Asset Class A Fund State Street (SSgA) · Mutual fund Possible retail class A | $4.3M | 1.7% |
| BlackRock MSCI ACWI ex-US IMI Index N BlackRock · Collective trust Index | $4.1M | 1.6% |
| Mercer Diversified Bond Fund Marsh McLennan (Mercer) · Mutual fund | $4.0M | 1.6% |
Covers 60,908 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.
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.
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.