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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $11,644 |
19 funds of $250K or more; 38 lines in all, holding $13.1M of the plan's $13.3M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| LgCap S&P 500 Index SA-R6 Manager not matched · Mutual fund Index | $2.2M | 16.7% |
| LifeTime 2030 Sep Acct-R6 Manager not matched · Collective trust | $1.3M | 10.1% |
| Guaranteed Interest Accounts: Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.1M | 8.2% |
| SAM Flexible Income SA-R6 Manager not matched · Mutual fund | $793K | 6.1% |
| Capital Appr SA-R6 Manager not matched · Mutual fund | $726K | 5.5% |
| LargeCap Growth I R6 Fund Manager not matched · Mutual fund | $663K | 5.1% |
| LifeTime 2050 Sep Acct-R6 Manager not matched · Collective trust | $571K | 4.4% |
| Equity Income SA-R6 Manager not matched · Mutual fund | $413K | 3.2% |
| SAM Strat Growth SA-R6 Manager not matched · Mutual fund | $395K | 3.0% |
| Short-Term Income SA-R6 Manager not matched · Mutual fund | $374K | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.