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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $191,863 |
VISIONPOINT ADVISORY GROUP1+ years Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $50,155 |
15 funds of $250K or more; 13 lines in all, holding $25.1M of the plan's $25.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $21.0M | 83.4% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.4M | 5.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.3% |
| American Century Small Cap Gr Fd American Century · Other | $477K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $277K | 1.1% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $195K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $124K | 0.5% |
| Large Cap Value Fund R1 Manager not matched · Mutual fund Possible retail class R1 | $102K | 0.4% |
| Mid Cap Value Fund II Class R1 Manager not matched · Mutual fund Possible retail class R1 | $99K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $89K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.