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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 | $30,994 |
7 funds of $250K or more; 39 lines in all, holding $14.6M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $4.3M | 29.4% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $4.2M | 28.6% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 11.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 8.2% |
| BlackRock Total Return I Fund BlackRock · Mutual fund | $434K | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $390K | 2.7% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $262K | 1.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $239K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $230K | 1.6% |
| JP Morgan SmartRtmt 2035 A Fd JPMorgan · Mutual fund | $177K | 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.