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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,570 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
21 funds of $250K or more; 22 lines in all, holding $39.3M of the plan's $40.2M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.4M | 18.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.3M | 10.8% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 6.8% |
| American Funds Capital Group · Mutual fund | $2.3M | 5.8% |
| Columbia Management Contra Core A Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.3M | 5.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.8% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 4.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 4.5% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.