Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $171,889 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $92,394 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $18,305 |
29 funds of $250K or more; 23 lines in all, holding $82.2M of the plan's $83.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 15 vintages | $73.4M | 89.3% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1.2M | 1.5% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $1.0M | 1.3% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $687K | 0.8% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $679K | 0.8% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $582K | 0.7% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $576K | 0.7% |
| DFA Infl Protected Sec I Fund Dimensional · Mutual fund | $515K | 0.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $440K | 0.5% |
| American Funds Bond Fd Am R6 Capital Group · Mutual fund Possible retail class A | $422K | 0.5% |
Added 2 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 500 Index Fund Admiral Shares | $1.3M |
| AddedColumbia Dividend Income Fund | $679K |
| DroppedVanguard Total International Stock Index Fund Admiral Shares | $631K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.