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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,450 |
12 funds hold $17.1M of the plan's $17.2M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Borrower, Lessor or Principal · Insurance contract Recordkeeper's own fund | $4.0M | 23.6% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.9M | 17.1% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $2.5M | 14.3% |
| Prin Bond Market Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 8.9% |
| Principal Blue Chip SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.1M | 6.4% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.0M | 6.1% |
| Prin Gl Real Est Sec SA-Z Principal · Insurance contract Recordkeeper's own fund | $996K | 5.8% |
| Prin Glbl Emerg Markets SA-Z Principal · Insurance contract Recordkeeper's own fund | $874K | 5.1% |
| Prin Inflation Protect SA-Z Principal · Insurance contract Recordkeeper's own fund | $842K | 4.9% |
| Prin SmCap Growth I Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $527K | 3.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.