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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 | $30,109 |
EISNERAMPER LLP5 years Service code 10 · EIN 87-1363769 | Accounting | $5,079 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
22 funds hold $22.1M of the plan's $22.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $5.2M | 23.5% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $4.0M | 18.2% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.6M | 7.1% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.4M | 6.2% |
| Prin Core Plus Bond Sep Acct Principal · Insurance contract Recordkeeper's own fund | $1.1M | 5.0% |
| Principal U.S. Property Separate Account Principal · Insurance contract Recordkeeper's own fund | $926K | 4.2% |
| Principal LargeCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $923K | 4.2% |
| Principal SmallCap Separate Acct Principal · Insurance contract Recordkeeper's own fund | $913K | 4.1% |
| Principal MidCap Value I Separate Account Principal · Insurance contract Recordkeeper's own fund | $875K | 4.0% |
| Principal Small-Cap Value II Separate Account Principal · Insurance contract Recordkeeper's own fund | $631K | 2.9% |
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.
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.