Filed November 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,965 |
SPECTRUM INVESTMENT ADVISORS3 years Filed as: SPECTRUM INVESTMENT Service code 27 · EIN 39-1828175 | Advisory (Plan) | $8,000 |
23 funds of $250K or more; 15 lines in all, holding $31.9M of the plan's $33.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.7M | 58.6% |
| Fidelity Adv Eq Growth Z Fund Fidelity (FMR) · Mutual fund | $2.6M | 8.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 7.1% |
| Common/Collective Trust SEI Trust Company Allspring · Collective trust | $1.4M | 4.5% |
| MFS Mid Cap Growth Fund R4 MFS (Sun Life) · Mutual fund | $1.1M | 3.4% |
| T. Rowe Price Value I Fund T. Rowe Price · Mutual fund | $928K | 2.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $729K | 2.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $725K | 2.3% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $623K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $570K | 1.8% |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,179 | $82,917-23.8% | $103,333-38.9% | $77,643-18.6% |
| Participation rate | 49.4% | 71.6%-22.1pp | 74.5%-25.1pp | 70.6%-21.2pp |
| Annual return | 15.22% | 19.13%-3.9pp | 24.88%-9.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,563 | $3,552-56.0% | $3,868-59.6% | $2,726-42.7% |
| Participant deferral / active EE | $3,245 | $4,108-21.0% | $5,057-35.8% | $4,647-30.2% |
| Admin fee / account holder | $126 | $638-80.2% | $8,355-98.5% | $430-70.6% |