Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$65K in admin expenses, $461 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 30 lines in all, holding $13.4M of the plan's $13.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyWayRetirement Index Retirement Fund Manager not matched · Collective trust Index | $2.3M | 17.3% |
| MyWayRetirement Index 2030 Fund Manager not matched · Collective trust Index | $1.5M | 11.2% |
| MyWayRetirement Large Cap Growth Fund Common/collective Trust Manager not matched · Collective trust | $1.4M | 10.1% |
| MyWayRetirement Large Cap Value Fund Common/collective Trust Manager not matched · Collective trust | $1.2M | 8.7% |
| MyWayRetirement Index 2050 Fund Manager not matched · Collective trust Index | $855K | 6.4% |
| MyWayRetirement Index 2035 Fund Manager not matched · Collective trust Index | $831K | 6.2% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $794K | 5.9% |
| MyWayRetirement Index 2040 Fund Manager not matched · Collective trust Index | $740K | 5.5% |
| MyWayRetirement Index 2045 Fund Manager not matched · Collective trust Index | $568K | 4.2% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $476K | 3.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $65,475 |
Service code 27 · EIN 59-2937883 Advisory (Plan) | $40,165 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025