Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $131,915 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 | Advisory (Plan) | $64,856 |
FUTURE PLANNING ASSOCIATES, INC.11+ years Service code 13 | Contract Administrator | $14,884 |
FUTURE PLANNING ASSOCIATES, INC.10+ years Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 13 · EIN 03-0271340 | Contract Administrator | $350 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED11+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
12 funds of $250K or more; 18 lines in all, holding $35.8M of the plan's $36.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $6.3M | 17.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.1M | 14.4% |
| Eupac Fund Capital Group · Mutual fund | $4.8M | 13.3% |
| Avantis U.S. Large Cap Value Fund American Century · Mutual fund | $4.3M | 12.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.0M | 11.2% |
| Principal Global Chip Separate Account Principal · Separate account Recordkeeper's own fund | $3.9M | 10.9% |
| Avantis U.S. Small Cap Value Fund American Century · Mutual fund | $1.9M | 5.2% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $1.7M | 4.7% |
| Principal SmallCap S&P 600 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $1.7M | 4.7% |
| Principal LifeTime Principal · Collective trust Target-date, 7 vintagesRecordkeeper's own fund | $773K | 2.2% |
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighU.S. Large Cap Value Portfolio - Institutional Class to Avantis U.S. Large Cap Value Fund | $3.7M to $4.3M |
| AddedPrincipal Global Chip Separate Account | $3.9M |
| DroppedPrincipal LargeCap Growth Separate Account | $3.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.