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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $17,823 |
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 |
18 funds of $250K or more; 17 lines in all, holding $28.0M of the plan's $29.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Manager not matched · Collective trust Target-date, 12 vintages | $15.5M | 55.2% |
| PRI LgCap S&P 500 Index SA Manager not matched · Separate account Index | $3.8M | 13.6% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.5M | 8.8% |
| PRI LargeCap Growth I SA Manager not matched · Separate account | $1.6M | 5.7% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $1.5M | 5.5% |
| PRI LifeTime Hybrid Inc CIT Manager not matched · Collective trust | $703K | 2.5% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $570K | 2.0% |
| PRI SmallCap S&P 600 Index SA Manager not matched · Separate account Index | $531K | 1.9% |
| PRI MidCap S&P 400 Index SA Manager not matched · Separate account Index | $485K | 1.7% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $345K | 1.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.