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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $115,807 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
27 funds of $250K or more; 21 lines in all, holding $50.9M of the plan's $51.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $26.4M | 51.9% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Separate account IndexRecordkeeper's own fund | $6.9M | 13.6% |
| LargeCap Growth Fund I Institutional Class Principal · Separate account Recordkeeper's own fund | $3.2M | 6.3% |
| Principal Liquid Assets Separate Account Principal · Money market Recordkeeper's own fund | $2.6M | 5.0% |
| Franklin Growth Adv R6 Franklin Templeton · Mutual fund | $2.0M | 3.9% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $1.9M | 3.7% |
| Pioneer Select Mid Cap Growth Fund: Class K Victory Capital · Mutual fund | $1.1M | 2.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 2.0% |
| Principal International I Separate Account Principal · Separate account Recordkeeper's own fund | $704K | 1.4% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $690K | 1.4% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.