Filings through .
3 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.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$148K in admin expenses, $967 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $121M of the plan's $128M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Contract Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $34.7M | 28.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.9M | 19.7% |
| Principal LifeTime Principal · Collective trust Target-date, 7 vintagesRecordkeeper's own fund | $20.5M | 16.9% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $18.9M | 15.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $5.9M | 4.8% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $4.6M | 3.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 2.2% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 1.5% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $1.6M | 1.3% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $1.5M | 1.2% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedOppenheimer Inv Dev Mark R6 Fd | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
5 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $147,919 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Service code 27 · EIN 47-1411118 Advisory (Plan) | $68,513 |
RSM US LLP8 years Service code 10 · EIN 04-2071432 Accounting | $26,250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025