Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,742 |
JP MORGAN1 year Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $18,495 |
6 funds of $250K or more; 17 lines in all, holding $8.1M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 41.2% |
| Voya Retirement Insurance & Annuity Voya Fixed Acct Safe Harbor Harbor Capital · Insurance contract | $1.1M | 13.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $789K | 9.8% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $740K | 9.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $580K | 7.2% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $479K | 5.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $323K | 4.0% |
| Voya Fixed Acct Savings II A Voya · Insurance contract | $235K | 2.9% |
| Voya Fixed Acct Savings II B Voya · Insurance contract | $219K | 2.7% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $97K | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.