Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$21K in admin expenses, $236 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 16 lines in all, holding $4.2M of the plan's $4.6M. 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% |
6 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $49 a month.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $21,044 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025