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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $114,245 |
Filed as: HENDERSON BROTHERS Service code 27 · EIN 99-4573857 | Advisory (Plan) | $21,698 |
LPL FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,261 |
19 funds of $250K or more; 15 lines in all, holding $46.6M of the plan's $49.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.1M | 38.9% |
| Galliard Stable Return PN Allspring · Collective trust | $6.7M | 14.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.6M | 14.1% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $3.7M | 8.0% |
| Registered Investment Company Goldman Sachs Goldman Sachs · Mutual fund | $2.8M | 6.1% |
| Registered Federated Fed Hermes Total Ret Bnd R6 Fd Federated Hermes · Mutual fund | $1.9M | 4.0% |
| Vanguard Group Vanguard Windsor II Inv Fund Vanguard · Mutual fund | $1.7M | 3.7% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $1.7M | 3.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $1.1M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $929K | 2.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.