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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 | $36,543 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,200 |
10 funds of $250K or more; 16 lines in all, holding $12.2M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $3.3M | 27.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 20.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $1.5M | 12.0% |
| Principal Life Insurance Company Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 11.9% |
| Morley Stbl Val CL 15-III Fund Principal · Collective trust Recordkeeper's own fund | $942K | 7.7% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $747K | 6.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $615K | 5.0% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $346K | 2.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $207K | 1.7% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $184K | 1.5% |
Added 2 funds, dropped 3 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal SmallCap S&P 600 Index Separate Account | $1.4M |
| AddedMorley Stbl Val CL 15-III Fund | $942K |
| Other vehicle movePrincipal Large Cap Growth I to Great Gray Large Cap Growth Fund II R1 FDseparate account to collective trust | $933K to $747K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.