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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 | $48,832 |
32 funds of $250K or more; 31 lines in all, holding $197M of the plan's $200M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $40.1M | 20.4% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $29.8M | 15.1% |
| MainStay Winslow LgCap Gr I Fd TIAA (Nuveen) · Mutual fund | $24.5M | 12.4% |
| Galliard Stable Return PN Allspring · Collective trust | $15.7M | 8.0% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $15.6M | 7.9% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $13.7M | 7.0% |
| JPMorgan U.S. Equity Fund Class R5 JPMorgan · Mutual fund | $12.0M | 6.1% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.5M | 4.8% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $7.9M | 4.0% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $7.8M | 4.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.