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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $27,923 |
Filed as: JPMORGAN INVEST HOLDING LLC Service code 13 · EIN 13-2624428 | Contract Administrator | $22,236 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60404 | Advisory (Plan) | $14,688 |
18 funds of $250K or more; 22 lines in all, holding $51.6M of the plan's $52.3M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guarenteed Option Principal · Insurance contract Recordkeeper's own fund | $14.0M | 27.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.5M | 22.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $4.7M | 9.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 6.2% |
| Auxier Manager not matched · Other | $3.0M | 5.8% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $2.3M | 4.4% |
| Hartford Emerging Markets Hartford Funds · Mutual fund | $1.5M | 2.9% |
| Franklin High Income Fund Franklin Templeton · Mutual fund | $1.2M | 2.2% |
| Pgim US Real Estate Prudential (PGIM) · Other | $913K | 1.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.