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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $200,647 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,924 |
20 funds of $250K or more; 31 lines in all, holding $28.6M of the plan's $28.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $21.9M | 76.3% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $977K | 3.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $636K | 2.2% |
| Guaranteed Interest Account A Class 3 year Manager not matched · Insurance contract | $595K | 2.1% |
| Principal Capital Appreciation Separate Account-Z Principal · Separate account Recordkeeper's own fund | $497K | 1.7% |
| Principal SAM Balanced Separate Account-Z Principal · Separate account Recordkeeper's own fund | $409K | 1.4% |
| Principal SAM Strategic Growth Separate Account-Z Principal · Separate account Recordkeeper's own fund | $362K | 1.3% |
| Principal U.S. Property Separate Account-Z Principal · Separate account Recordkeeper's own fund | $312K | 1.1% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $310K | 1.1% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $293K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.