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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $69,881 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $34,864 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
24 funds of $250K or more; 19 lines in all, holding $31.3M of the plan's $33.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $15.7M | 50.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 21.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.4M | 4.4% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.3M | 4.2% |
| Bond Market Index Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $858K | 2.7% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $854K | 2.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $725K | 2.3% |
| Great Gray International Growth II R1 Fd Manager not matched · Collective trust | $594K | 1.9% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $574K | 1.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $552K | 1.8% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.