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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $151,663 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $115,829 |
31 funds of $250K or more; 23 lines in all, holding $104M of the plan's $105M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $24.2M | 23.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $14.7M | 14.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $10.9M | 10.4% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.9M | 5.7% |
| Parnassus Value Equity Fund Affiliated Managers Group · Mutual fund | $5.8M | 5.6% |
| JPMorgan Income Fund JPMorgan · Mutual fund | $4.4M | 4.2% |
| T. Rowe Price International Discovery Fund T. Rowe Price · Mutual fund | $4.1M | 4.0% |
| Principal Mid-Cap Equity Fund Tier I Principal · Mutual fund Recordkeeper's own fund | $4.0M | 3.9% |
| Eaton Vance Floating-Rate Fund Advisers Class Morgan Stanley · Mutual fund | $3.8M | 3.7% |
| Eupac Fund Capital Group · Mutual fund | $3.7M | 3.6% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.