Filings through .
4 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$53K in admin expenses, $173 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 15 lines in all, holding $11.4M of the plan's $11.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $6.6M | 58.2% |
| Large-cap S&P 500 Index Account Manager not matched · Separate account Index | $1.4M | 12.4% |
| Fixed Income Guaranteed Option (at contract value Principal · Insurance contract Recordkeeper's own fund | $1.1M | 9.7% |
| Capital Appreciation Fund Manager not matched · Separate account | $685K | 6.0% |
| Large Cap Growth I Separate Account Manager not matched · Separate account | $660K | 5.8% |
| Equity Income Separate Account Manager not matched · Separate account | $299K | 2.6% |
| Small-cap Value II Account Manager not matched · Separate account | $116K | 1.0% |
| Core Plus Bond Separate Account Manager not matched · Separate account | $89K | 0.8% |
| U.S. Property Account Manager not matched · Separate account | $89K | 0.8% |
| Intl I Sep Acct Manager not matched · Separate account | $75K | 0.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $53,036 |
SIGMA FINANCIAL CORPORATION1+ years Service code 49 · EIN 38-2472555 Other Services | $11,844 |
THE OLDENBURG COMPANY INC1+ years Service code 49 Other Services | $2,961 |
THE OLDENBURG COMPANY INC1+ years Filed as: THE OLDENBURG COMPANY, INC. Service code 49 · EIN 38-2658667 Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
1 filing