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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $94,283 |
NBT BANK NA2 years Filed as: NBT BANK, N.A. Service code 13 · EIN 15-0395735 | Contract Administrator | $22,794 |
SIGMA FINANCIAL CORPORATION2 years Service code 49 · EIN 38-2472555 | Other Services | $15,663 |
5 funds of $250K or more; 7 lines in all, holding $2.8M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $2.1M | 76.8% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $534K | 19.2% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $75K | 2.7% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $21K | 0.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 0.3% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $6K | 0.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $130 | <0.1% |
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.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.