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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,488 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $62 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
16 funds of $250K or more; 19 lines in all, holding $14.4M of the plan's $14.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.1M | 49.5% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $1.9M | 13.4% |
| Principal Liquid Assets Separate Account Principal · Insurance contract Recordkeeper's own fund | $956K | 6.6% |
| Principal Blue Chip Separate Account Principal · Insurance contract Recordkeeper's own fund | $908K | 6.3% |
| Prin Midcap Sep Acct Principal · Insurance contract Recordkeeper's own fund | $607K | 4.2% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $500K | 3.5% |
| Principal MidCap Value Fund Principal · Insurance contract Recordkeeper's own fund | $465K | 3.2% |
| Principal Small Cap Blend Separate Account Principal · Insurance contract Recordkeeper's own fund | $338K | 2.3% |
| Principal Real Estate Inv U.S. Property Separate Acct Principal · Insurance contract Recordkeeper's own fund | $319K | 2.2% |
| Prin Core Plus Bond Sep Acct Principal · Insurance contract Recordkeeper's own fund | $267K | 1.9% |
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.