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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $209,640 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $91,295 |
17 funds of $250K or more; 13 lines in all, holding $35.0M of the plan's $37.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $23.1M | 66.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.5M | 15.7% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $2.1M | 6.1% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $750K | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $656K | 1.9% |
| Principal Short-Term Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $651K | 1.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $650K | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $576K | 1.6% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $419K | 1.2% |
| THE Hartford Strategic Income Fund Class R6 Hartford Funds · Mutual fund | $250K | 0.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.