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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,711 |
Filed as: JOHN HANCOCK RETIREMENT Service code 13 · EIN 01-0233346 | Contract Administrator | $31,853 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $7,985 |
6 funds of $250K or more; 8 lines in all, holding $16.7M of the plan's $17.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Long Duration Separate Account - Z Principal · Separate account Recordkeeper's own fund | $8.3M | 50.0% |
| Principal LDI Interim Duration Separate Account - Z Principal · Separate account Recordkeeper's own fund | $3.4M | 20.3% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $2.0M | 12.3% |
| Principal LDI Extended Duration Separate Account-Z Principal · Separate account Recordkeeper's own fund | $1.7M | 10.0% |
| Principal Diversified International Separate Account - Z Principal · Separate account Recordkeeper's own fund | $781K | 4.7% |
| Causeway Capital Overseas Separate Account-Z Causeway Capital · Separate account | $292K | 1.8% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $121K | 0.7% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $44K | 0.3% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Seth Correia Manulife John Hancock Schedule SB | Schedule SB | Pro |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.