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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 | $20,795 |
REGIONS BANK1+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $15,023 |
13 funds of $250K or more; 19 lines in all, holding $13.0M of the plan's $13.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.9M | 60.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 12.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.3M | 9.8% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $914K | 7.0% |
| American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $258K | 2.0% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $151K | 1.2% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $142K | 1.1% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $136K | 1.0% |
| American Funds Retirement Income Portfolio - Conservative Capital Group · Mutual fund | $103K | 0.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $86K | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.