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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,461 |
SCS2 years Service code 27 · EIN 71-1004774 | Advisory (Plan) | $23,431 |
18 funds of $250K or more; 22 lines in all, holding $19.9M of the plan's $20.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.0M | 50.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 16.0% |
| Registered Investment Company Vanguard Growth Index Adm Fund Vanguard · Mutual fund Index | $1.1M | 5.8% |
| Company Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Vanguard · Mutual fund Index | $993K | 5.0% |
| Blue Chip Fund R-6 Principal · Mutual fund Recordkeeper's own fund | $978K | 4.9% |
| Registered Investment Company Vanguard Value Index Adm Fd Vanguard · Mutual fund Index | $634K | 3.2% |
| Vanguard Small Cap Index Admiral Registered Investment Company Vanguard · Mutual fund Index | $588K | 3.0% |
| Insurance Company General Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $505K | 2.5% |
| Registered Investment Company PIMCO Low Dur Income Inst Fund PIMCO (Allianz) · Mutual fund | $314K | 1.6% |
| Vanguard Registered Investment Company Vgd Ttl Intl Stk Index Adm Fd Vanguard · Mutual fund Index | $276K | 1.4% |
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.
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.