Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $99,232 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 30-1413443 | Accounting | $26,712 |
27 funds of $250K or more; 22 lines in all, holding $79.2M of the plan's $79.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Century One Choice, other, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 8 vintages | $37.4M | 47.2% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.9M | 12.5% |
| American Century One Choice American Century · Collective trust Target-date, 1 vintage | $9.1M | 11.5% |
| Great Gray Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund | $3.8M | 4.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.5M | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 2.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.6M | 2.1% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $1.6M | 2.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 1.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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.