Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $286,849 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $69,769 |
Filed as: INNOVEST PORTFOLIO SOLUT Service code 27 · EIN 84-1612955 | Advisory (Plan) | $38,647 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $28,562 |
SPENCER FANE LLP10+ years Service code 29 · EIN 44-0561981 | Legal | $9,950 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
26 funds of $250K or more; 16 lines in all, holding $74.6M of the plan's $76.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $37.1M | 49.8% |
| Galliard Stable Value E Allspring · Stable value Stable value | $10.7M | 14.4% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $7.6M | 10.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 5.8% |
| The Hartford Capital Appreciation Fund Hartford Funds · Mutual fund | $2.8M | 3.7% |
| Eupac Fund Manager not matched · Mutual fund | $2.2M | 2.9% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.8M | 2.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.5M | 2.0% |
| American Beacon Small Cap Value Fund American Beacon (Resolute) · Mutual fund | $1.2M | 1.6% |
| Invesco Small Cap Growth Fund Invesco · Mutual fund | $1.2M | 1.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGalliard Capital Management - Galliard Stable Return PN Fund | $12.1M |
| AddedDodge & Cox International Stock Fund | $578K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.