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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $21,044 |
4 funds of $250K or more; 16 lines in all, holding $4.2M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.2M | 27.3% |
| Principal LifeTime Principal · Collective trust Target-date, 1 vintageRecordkeeper's own fund | $1.1M | 25.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $796K | 18.8% |
| Delaware Small Cap Core Macquarie / Nomura · Other | $268K | 6.3% |
| MFS Research International Fund MFS (Sun Life) · Mutual fund | $219K | 5.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $186K | 4.4% |
| Principle LifeTime Hybrid Income Manager not matched · Other | $152K | 3.6% |
| Guaranteed Investment Contracts Plic Manager not matched · Insurance contract | $117K | 2.8% |
| Guaranteed 6 year investment contract Manager not matched · Insurance contract | $114K | 2.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $40K | 0.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.