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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 | $396,819 |
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $69,212 |
FOCUSED WEALTH MANAGEMENT1+ years Filed as: FOCUSED WEALTH MANAGEMENT, INC Service code 27 · EIN 27-2575734 | Advisory (Plan) | $0 |
21 funds of $250K or more; 31 lines in all, holding $69.8M of the plan's $72.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $43.0M | 61.6% |
| Vanguard Tgt Retirem'T Income Vanguard · Mutual fund | $9.8M | 14.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 5.1% |
| Lincoln NY SVF 0 Lincoln Financial · Insurance contract | $2.7M | 3.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.0% |
| Interest Accumulation Account Mutual of America Life Insurance Company Mutual of America · Insurance contract | $1.2M | 1.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.6% |
| Fidelity International Index Ins Pre Fidelity (FMR) · Mutual fund Index | $736K | 1.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.