Filings through .
Filed May 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $32,692 |
16 funds of $250K or more; 24 lines in all, holding $10.7M of the plan's $10.9M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 11.9% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.1M | 10.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 10.7% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $730K | 6.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $580K | 5.4% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $562K | 5.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $557K | 5.2% |
| Core Fixed Income Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $522K | 4.9% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $521K | 4.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $509K | 4.8% |
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.