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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $67,651 |
AON CONSULTING1 year Filed as: AON CONSULTING USA INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $51,495 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $16,432 |
16 funds of $250K or more; 11 lines in all, holding $24.5M of the plan's $24.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $17.9M | 73.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 6.4% |
| Harbor Capital App Ret Funds Harbor Capital · Mutual fund | $1.6M | 6.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $988K | 4.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $949K | 3.9% |
| T. Rowe Price Value I Fund T. Rowe Price · Mutual fund | $478K | 2.0% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $407K | 1.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $317K | 1.3% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $219K | 0.9% |
| Vanguard Targeted Retirement Inc Fund Vanguard · Mutual fund | $69K | 0.3% |
Covers 61,314 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.)
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.