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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $18,812 |
FINANCIAL MANAGEMENT NETWORK6+ years Filed as: FINANCIAL MANAGEMENT NETWORK INC Service code 27 · EIN 33-0490707 | Advisory (Plan) | $10,132 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $0 |
9 funds of $250K or more; 18 lines in all, holding $4.7M of the plan's $4.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 6 vintagesRecordkeeper's own fund | $2.4M | 51.8% |
| Principal Equity Income Fund; Institutional Class Principal · Mutual fund Recordkeeper's own fund | $357K | 7.6% |
| Mid Cap Value I Victory Capital · Mutual fund | $353K | 7.6% |
| Principal Ins Core Plus Bond Separate Acct Principal · Separate account Recordkeeper's own fund | $292K | 6.2% |
| Principal MidCap Institutional Principal · Mutual fund Recordkeeper's own fund | $280K | 6.0% |
| Prin LgCp S&P 500 Index Inst Fd Principal · Mutual fund IndexRecordkeeper's own fund | $273K | 5.8% |
| SmallCap Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $236K | 5.0% |
| Principal Ins Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $223K | 4.8% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $77K | 1.6% |
| Principal Ins US Property Principal · Mutual fund Recordkeeper's own fund | $71K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.